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).
Total Assets Under Management16MILLION
Total Number of Accounts230ACCOUNTS
Average Account Value$67,773
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
IL, MO, TX
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.