Blue Ocean Portfolios, LLC

Blue Ocean Portfolios, LLC (CRD# 151546) is a financial advisory firm headquartered in Saint Louis, MO. They manage $112,860,000 in 295 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $382,576
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MO, TX

Financial Advisors at Blue Ocean Portfolios, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kelly M. Hennessy
CRD#: 2908843
1588 South Lindbergh, Suite 205, Saint Louis, MO 63131
93
Wealthminder
score

Kelly Hennessy (CRD# 2908843) is an Investment Advisor Representative working at Blue Ocean Portfolios, LLC in Saint Louis, MO and has over 14 years of experience in the finance industry.

2
David P. Smith
CRD#: 4718057
2900 South Brentwood, Saint Louis, MO 63144
93
Wealthminder
score

David Smith (CRD# 4718057) is an Investment Advisor Representative working at Blue Ocean Portfolios, LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.

3
James A. Winkelmann
CRD#: 1021523
1588 South Lindbergh, Suite 205, Saint Louis, MO 63131
78
Wealthminder
score

James Winkelmann (CRD# 1021523) is an Investment Advisor Representative working at Blue Ocean Portfolios, LLC in Saint Louis, MO and has over 34 years of experience in the finance industry.

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