Confluence Investment Management LLC

Confluence Investment Management LLC (CRD# 146019) is a financial advisory firm headquartered in Saint Louis, MO. They manage $7,762,231,795 in 17,031 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,762
    MILLION
  • Total Number of Accounts
    17,031
    ACCOUNTS
  • Average Account Value
    $455,771
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Confluence Investment Management LLC
Showing 1 - 10 of 16 top financial advisors.
1
Bonnie B. Belskis
CRD#: 1573667
Naperville, IL

Bonnie Belskis (CRD# 1573667) is an Investment Advisor Representative working at Confluence Investment Management LLC in Naperville, IL and has over 29 years of experience in the finance industry.

2
Patricia A. Dahl
CRD#: 2983778
20 Allen Avenue, Ste 300, Saint Louis, MO 63119

Patricia Dahl (CRD# 2983778) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.

3
Thomas W. Dugan
CRD#: 4862325
20 Allen Avenue, Ste 300, Saint Louis, MO 63119

Thomas Dugan (CRD# 4862325) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.

4
Jason O. Gantt
CRD#: 3167869
Fairfield, CT

Jason Gantt (CRD# 3167869) is an Investment Advisor Representative working at Confluence Investment Management LLC in Fairfield, CT and has over 16 years of experience in the finance industry.

5
Mark A. Keller
CRD#: 1026805
20 Allen Avenue, Ste 300, Saint Louis, MO 63119

Mark Keller (CRD# 1026805) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 40 years of experience in the finance industry.

6
Michael J. Kelnosky
CRD#: 4273896
20 Allen Avenue, Suite 300, Webster Groves, MO 63119

Michael Kelnosky (CRD# 4273896) is an Investment Advisor Representative working at Confluence Investment Management LLC in Webster Groves, MO and has over 21 years of experience in the finance industry.

7
Thomas W. Knowles
CRD#: 1856002
Fuquay Varina, NC

Thomas Knowles (CRD# 1856002) is an Investment Advisor Representative working at Confluence Investment Management LLC in Fuquay Varina, NC and has over 30 years of experience in the finance industry.

8
David B. Miyazaki
CRD#: 2225242
20 Allen Avenue, Ste 300, Saint Louis, MO 63119

David Miyazaki (CRD# 2225242) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.

9
Ronald W. Pond
CRD#: 1345708
Solana Beach, CA

Ronald Pond (CRD# 1345708) is an Investment Advisor Representative working at Confluence Investment Management LLC in Solana Beach, CA and has over 37 years of experience in the finance industry.

10
Michael J. Purcell
CRD#: 1869196
Winnetka, IL

Michael Purcell (CRD# 1869196) is an Investment Advisor Representative working at Confluence Investment Management LLC in Winnetka, IL and has over 23 years of experience in the finance industry.

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