Pines Wealth Management, LLC

Pines Wealth Management, LLC (CRD# 130487) is a financial advisory firm headquartered in Saint Louis, MO. They manage $96,866,083 in 297 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $326,148
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

IL, MO, TX

Financial Advisors at Pines Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Loren W. Lumpe
CRD#: 1370301
11475 Olde Cabin Road, Suite 220, Saint Louis, MO 63141
96
Wealthminder
score

Loren Lumpe (CRD# 1370301) is an Investment Advisor Representative working at Pines Wealth Management, LLC in Saint Louis, MO and has over 32 years of experience in the finance industry. Loren Lumpe 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
David A. Watson
CRD#: 1502292
11475 Olde Cabin Road, Suite 220, Saint Louis, MO 63141
96
Wealthminder
score

David Watson (CRD# 1502292) is an Investment Advisor Representative working at Pines Wealth Management, LLC in Saint Louis, MO and has over 31 years of experience in the finance industry.

3
Lon W. Broske
CRD#: 2389936
11475 Olde Cabin Road, Suite 220, Saint Louis, MO 63141
93
Wealthminder
score

Lon Broske (CRD# 2389936) is an Investment Advisor Representative working at Pines Wealth Management, LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.

4
Cliff Van Ittersum
CRD#: 1060059
11475 Olde Cabin Road, Suite 220, Saint Louis, MO 63141
71
Wealthminder
score

Cliff Van Ittersum (CRD# 1060059) is an Investment Advisor Representative working at Pines Wealth Management, LLC in Saint Louis, MO and has over 35 years of experience in the finance industry. Cliff Van Ittersum 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.