Financial & Tax Architects, LLC
Financial & Tax Architects, LLC (CRD# 119169) is a financial advisory firm headquartered in Saint Louis, MO. They manage $378,886,034 in 3,775 accounts and serve the financial needs of clients across 30 states (or territories).
-
Total Assets Under Management379MILLION
-
Total Number of Accounts3,775ACCOUNTS
-
Average Account Value$100,367
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, PA, TN, TX, VA
David Brooks (CRD# 1920936) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has over 35 years of experience in the finance industry.
Gordon Haave (CRD# 4919955) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.
Jason Hill (CRD# 3209702) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Luther, OK and has over 24 years of experience in the finance industry.
Mark Kukielski (CRD# 6869664) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.
Ronald Mendoza (CRD# 6134217) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Valencia, CA and has over 6 years of experience in the finance industry.
Scott Peterson (CRD# 5999160) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Alan Schmidt (CRD# 6432350) is an Investment Advisor Representative based in Forest Lake MN. Mr. Schmidt is the President and Founder of The Diamond Group, a nationally known finance firm specializing in retirement income planning, CD replacement and business consulting.
The relationship between Alan's firm and Archer Investment Corporation are of paramount value, professionally providing an objective voice to the portfolio management oversight.
Jason Smitka (CRD# 3079456) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.
Paul Stout (CRD# 6989340) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Knoxville, TN and has over 5 years of experience in the finance industry.
David Emring (CRD# 2850007) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.