Scottrade Investment Management

Scottrade Investment Management (CRD# 169988) is a financial advisory firm headquartered in Saint Louis, MO. They manage $2,300,595,492 in 20,396 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,301
    MILLION
  • Total Number of Accounts
    20,396
    ACCOUNTS
  • Average Account Value
    $112,796
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Scottrade Investment Management
Showing 1 - 10 of 1,258 top financial advisors.
1
Jordan R. Bain
CRD#: 2209521
700 Maryville Centre Drive, Saint Louis, MO 63141
96
Wealthminder
score

Jordan Bain (CRD# 2209521) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 26 years of experience in the finance industry.

2
Nicholas H. Balmer
CRD#: 5976718
700 Maryville Centre Drive, Saint Louis, MO 63141
96
Wealthminder
score

Nicholas Balmer (CRD# 5976718) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 6 years of experience in the finance industry. Nicholas Balmer 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.

3
Andrew T. Black
CRD#: 2978200
700 Maryville Centre Drive, Saint Louis, MO 63141
96
Wealthminder
score

Andrew Black (CRD# 2978200) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 20 years of experience in the finance industry. Andrew Black 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.

4
Mervyn J. D'mello
CRD#: 2588727
2462 Burnsed Blvd, The Villages, FL 32163
96
Wealthminder
score

Mervyn D'mello (CRD# 2588727) is an Investment Advisor Representative working at Scottrade Investment Management in The Villages, FL and has over 23 years of experience in the finance industry. Mervyn D'mello 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.

5
Peter J. Dale
CRD#: 5628047
700 Maryville Centre Drive, Saint Louis, MO 63141
96
Wealthminder
score

Peter Dale (CRD# 5628047) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 7 years of experience in the finance industry. Peter Dale 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.

6
Monte W. Garpestad
CRD#: 1773876
700 Maryville Centre Drive, Saint Louis, MO 63141
96
Wealthminder
score

Monte Garpestad (CRD# 1773876) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 30 years of experience in the finance industry. Monte Garpestad 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.

7
Christopher J. Krueger
CRD#: 4346893
700 Maryville Centre Drive, Saint Louis, MO 63141
96
Wealthminder
score

Christopher Krueger (CRD# 4346893) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 16 years of experience in the finance industry. Christopher Krueger 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.

8
Todd D. Muncy
CRD#: 1856654
700 Maryville Centre Drive, Saint Louis, MO 63141
96
Wealthminder
score

Todd Muncy (CRD# 1856654) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 29 years of experience in the finance industry. Todd Muncy 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.

9
Thomas A. Neill
CRD#: 2366253
700 Maryville Centre Drive, Saint Louis, MO 63141
96
Wealthminder
score

Thomas Neill (CRD# 2366253) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 24 years of experience in the finance industry. Thomas Neill 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.

10
Charles F. Scully
CRD#: 1164686
700 Maryville Centre Drive, Saint Louis, MO 63141
96
Wealthminder
score

Charles Scully (CRD# 1164686) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 34 years of experience in the finance industry.

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