Proactive Money Management Inc.

Proactive Money Management Inc. (CRD# 110161) is a financial advisory firm headquartered in Dardenne Prairie, MO. They manage $15,587,690 in 230 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $67,773
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
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 Proactive Money Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey J. Unterreiner
CRD#: 1714682
1426 Feise Rd., Dardenne Prairie, MO 63368
93
Wealthminder
score

Jeffrey Unterreiner (CRD# 1714682) is an Investment Advisor Representative working at Proactive Money Management Inc. in Dardenne Prairie, MO and has over 29 years of experience in the finance industry.

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