Rubinbrown Advisors LLC
Rubinbrown Advisors LLC (CRD# 116909) is a financial advisory firm headquartered in Saint Louis, MO. They manage $1,019,958,930 in 1,601 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management1,020MILLION
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Total Number of Accounts1,601ACCOUNTS
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Average Account Value$637,076
- 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
CA, CO, IA, IL, KS, MO, NM, TX
Brian Frevert (CRD# 1320989) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Denver, CO and has over 18 years of experience in the finance industry. Brian Frevert 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 Goltermann (CRD# 5628642) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 9 years of experience in the finance industry. Gregory Goltermann 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.
Cory Underwood (CRD# 4793739) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Denver, CO and has over 13 years of experience in the finance industry. Cory Underwood 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.
Edward Warren (CRD# 3064525) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Overland Park, KS and has over 19 years of experience in the finance industry. Edward Warren 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.
Steven Wisniewski (CRD# 2368816) 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. Steven Wisniewski 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.
Marilyn Beck (CRD# 2472721) 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.
Shawn Becker (CRD# 4898368) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.
John Clifton (CRD# 6132080) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Denver, CO and has over 5 years of experience in the finance industry.
Donald Esstman (CRD# 2954191) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 20 years of experience in the finance industry.
Michael Ferman (CRD# 1939583) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.