Financial & Tax Architects, LLC
Financial & Tax Architects, LLC (CRD# 119169) is a financial advisory firm headquartered in St. Louis, MO. They manage $378,886,034 in 3,775 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management379MILLION
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Total Number of Accounts3,775ACCOUNTS
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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.
Joseph Cricchio (CRD# 1302430) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Columbia, MO and has over 24 years of experience in the finance industry.
Gary Davis (CRD# 2910213) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Las Vegas, NV and has over 26 years of experience in the finance industry.
Douglas Deru (CRD# 3191762) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has over 24 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.
Steven Moravec (CRD# 2086551) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Lebanon, TN and has over 33 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.