Duncker Streett & Company, LLC

Duncker Streett & Company, LLC (CRD# 110828) is a financial advisory firm headquartered in Saint Louis, MO. They manage $362,543,569 in 416 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    363
    MILLION
  • Total Number of Accounts
    416
    ACCOUNTS
  • Average Account Value
    $871,499
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
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.

CA, FL, IL, MO, NE, TX

Financial Advisors at Duncker Streett & Company, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John R. McClelland
CRD#: 3260697
8000 Maryland, Suite 300, Saint Louis, MO 63105
96
Wealthminder
score

John McClelland (CRD# 3260697) is an Investment Advisor Representative working at Duncker Streett & Company, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry. John McClelland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John R. Moulton
CRD#: 719410
8000 Maryland Suite 300, Saint Louis, MO 63105
87
Wealthminder
score

John Moulton (CRD# 719410) is an Investment Advisor Representative working at Duncker Streett & Company, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.

3
Donald H. Streett
CRD#: 4614324
8000 Maryland Suite 300, Saint Louis, MO 63105
87
Wealthminder
score

Donald Streett (CRD# 4614324) is an Investment Advisor Representative working at Duncker Streett & Company, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.

4
Kelly B. Sullivan
CRD#: 1039922
8000 Maryland Suite 300, Saint Louis, MO 63105
87
Wealthminder
score

Kelly Sullivan (CRD# 1039922) is an Investment Advisor Representative working at Duncker Streett & Company, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.

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