Krilogy
Krilogy (CRD# 149046) is a financial advisory firm headquartered in Saint Louis, MO. They manage $1,843,806,481 in 5,990 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management1,844MILLION
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Total Number of Accounts5,990ACCOUNTS
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Average Account Value$307,814
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
Meghan Abeln (CRD# 6888880) is an Investment Advisor Representative working at Krilogy in Saint Louis, MO and has over 5 years of experience in the finance industry. Meghan Abeln 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.
Michael Barbercheck (CRD# 6799934) is an Investment Advisor Representative working at Krilogy in Saint Louis, MO and has over 5 years of experience in the finance industry.
Michael Brown (CRD# 5693297) is an Investment Advisor Representative working at Krilogy in Saint Louis, MO and has over 13 years of experience in the finance industry.
Taylor Dade (CRD# 6879703) is an Investment Advisor Representative working at Krilogy in Saint Louis, MO and has over 6 years of experience in the finance industry.
Stacy Flanagin (CRD# 6239034) is an Investment Advisor Representative working at Krilogy in Saint Louis, MO and has over 10 years of experience in the finance industry. Stacy Flanagin 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.
Kristin Fomon (CRD# 6370487) is an Investment Advisor Representative working at Krilogy in Saint Louis, MO and has over 9 years of experience in the finance industry. Kristin Fomon 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.
Andrew Forrester (CRD# 6357364) is an Investment Advisor Representative working at Krilogy in Saint Louis, MO and has over 9 years of experience in the finance industry. Andrew Forrester 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.
Byron Gabriel (CRD# 1262941) is an Investment Advisor Representative working at Krilogy in Durham, NC and has over 12 years of experience in the finance industry.
Kyle Goepel (CRD# 5351553) is an Investment Advisor Representative working at Krilogy in Saint Louis, MO and has over 16 years of experience in the finance industry.
Matthew Haywood (CRD# 5793596) is an Investment Advisor Representative working at Krilogy in Saint Louis, MO and has over 12 years of experience in the finance industry.