Scottrade Investment Management

Scottrade Investment Management (CRD# 169988) is a financial advisory firm headquartered in Saint Louis, MO. They manage $584,188,940 in 6,294 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    584
    MILLION
  • Total Number of Accounts
    6,294
    ACCOUNTS
  • Average Account Value
    $92,817
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 187 top financial advisors.
1
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 29 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.

2
Erik W. Merkau
CRD#: 2176820
700 Maryville Centre Drive, Saint Louis, MO 63141
96
Wealthminder
score

Erik Merkau (CRD# 2176820) 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.

3
Brian J. Smith
CRD#: 2605642
700 Maryville Centre Drive, Saint Louis, MO 63141
96
Wealthminder
score

Brian Smith (CRD# 2605642) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 22 years of experience in the finance industry. Brian Smith 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
Tim J. Allen
CRD#: 5435852
700 Maryville Centre Drive, Saint Louis, MO 63141
93
Wealthminder
score

Tim Allen (CRD# 5435852) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 9 years of experience in the finance industry.

5
Anna M. Apodaca
CRD#: 5420891
700 Maryville Centre Drive, Saint Louis, MO 63141
93
Wealthminder
score

Anna Apodaca (CRD# 5420891) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 9 years of experience in the finance industry.

6
Michael S. Bach
CRD#: 3168845
700 Maryville Centre Drive, Saint Louis, MO 63141
93
Wealthminder
score

Michael Bach (CRD# 3168845) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 14 years of experience in the finance industry.

7
Deborah M. Beasley
CRD#: 2863067
700 Maryville Centre Drive, Saint Louis, MO 63141
93
Wealthminder
score

Deborah Beasley (CRD# 2863067) 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.

8
M S. Beckmann
CRD#: 4326958
700 Maryville Centre Drive, Saint Louis, MO 63141
93
Wealthminder
score

M Beckmann (CRD# 4326958) is an Investment Advisor Representative working at Scottrade Investment Management in Saint Louis, MO and has over 15 years of experience in the finance industry.

9
Rickey D. Bellew
CRD#: 4895077
700 Maryville Centre Drive, Saint Louis, MO 63141
93
Wealthminder
score

Rickey Bellew (CRD# 4895077) 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.

10
Julia A. Boyd
CRD#: 2305141
700 Maryville Centre Drive, Saint Louis, MO 63141
93
Wealthminder
score

Julia Boyd (CRD# 2305141) 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.

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