Rubinbrown Advisors LLC
Rubinbrown Advisors LLC (CRD# 116909) is a financial advisory firm headquartered in Saint Louis, MO. They manage $2,578,175,549 in 3,404 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management2,578MILLION
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Total Number of Accounts3,404ACCOUNTS
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Average Account Value$757,396
- 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)
- Other
AR, AZ, CA, CO, FL, GA, IA, IL, KS, MA, MN, MO, NC, NE, NM, NY, TX, VA, WA
Mary Castellano (CRD# 6684749) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.
Diane Dercher (CRD# 2096711) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Leawood, KS and has over 10 years of experience in the finance industry. Diane Dercher 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.
Donald Esstman (CRD# 2954191) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.
Jeffrey Hansen (CRD# 6975211) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Chicago, IL and has over 3 years of experience in the finance industry. Jeffrey Hansen 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.
Matthew Hartman (CRD# 4772153) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.
Brian Hoeltge (CRD# 4953577) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 16 years of experience in the finance industry.
Amy King (CRD# 6721693) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Denver, CO and has over 5 years of experience in the finance industry.
Deborah Maret (CRD# 2548059) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 19 years of experience in the finance industry.
Kevin McGrew (CRD# 1754659) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Leawood, KS and has over 34 years of experience in the finance industry. Kevin McGrew 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.
Gregory Osborn (CRD# 3259921) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Denver, CO and has over 22 years of experience in the finance industry.