Krilogy Financial LLC

Krilogy Financial LLC (CRD# 149046) is a financial advisory firm headquartered in Saint Louis, MO. They manage $509,100,000 in 3,676 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    509
    MILLION
  • Total Number of Accounts
    3,676
    ACCOUNTS
  • Average Account Value
    $138,493
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
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.

AL, CA, CO, FL, IL, KS, KY, LA, MO, NC, NE, OH, SC, TN, TX, VA, WA

Financial Advisors at Krilogy Financial LLC
Showing 1 - 10 of 25 top financial advisors.
1
William J. Pohrer
CRD#: 3172927
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
96
Wealthminder
score

William Pohrer (CRD# 3172927) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 18 years of experience in the finance industry. William Pohrer 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
Andrew M. Shenberg
CRD#: 4656537
Chesterfield, MO
96
Wealthminder
score

Andrew Shenberg (CRD# 4656537) is an Investment Advisor Representative working at Krilogy Financial LLC in Chesterfield, MO and has over 14 years of experience in the finance industry. Andrew Shenberg 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.

3
Helen D. Sher
CRD#: 1549641
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
96
Wealthminder
score

Helen Sher (CRD# 1549641) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 30 years of experience in the finance industry. Helen Sher 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.

4
Elizabeth F. Connelly
CRD#: 5052943
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
93
Wealthminder
score

Elizabeth Connelly (CRD# 5052943) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 11 years of experience in the finance industry.

5
Michael G. Disalvo
CRD#: 5702935
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
93
Wealthminder
score

Michael Disalvo (CRD# 5702935) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.

6
Jeffrey A. Hercules
CRD#: 2611717
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
93
Wealthminder
score

Jeffrey Hercules (CRD# 2611717) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.

7
Nathan S. Holt
CRD#: 5808141
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
93
Wealthminder
score

Nathan Holt (CRD# 5808141) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.

8
John M. McArthur
CRD#: 4389397
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
93
Wealthminder
score

John McArthur (CRD# 4389397) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 16 years of experience in the finance industry.

9
James P. Obrien
CRD#: 4964213
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
93
Wealthminder
score

James Obrien (CRD# 4964213) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.

10
James W. Pommert
CRD#: 5487521
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
93
Wealthminder
score

James Pommert (CRD# 5487521) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.

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