Severin Investments LLC

Severin Investments LLC (CRD# 166567) is a financial advisory firm headquartered in Creve Coeur, MO. They manage $90,383,535 in 786 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    786
    ACCOUNTS
  • Average Account Value
    $114,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

CA, IL, MO, TX

Financial Advisors at Severin Investments LLC
Showing 1 - 5 of 5 top financial advisors.
1
David C. King
CRD#: 1107699
1 City Place Drive, Suite 460, Creve Coeur, MO 63141
93
Wealthminder
score

David King (CRD# 1107699) is an Investment Advisor Representative working at Severin Investments LLC in Creve Coeur, MO and has over 33 years of experience in the finance industry.

2
John M. Meyer
CRD#: 1134716
#1 City Place Drive, Creve Coeur, MO 63141
93
Wealthminder
score

John Meyer (CRD# 1134716) is an Investment Advisor Representative working at Severin Investments LLC in Creve Coeur, MO and has over 33 years of experience in the finance industry.

3
Tess N. Severin
CRD#: 6347127
1 City Place Drive, Suite 460, Creve Coeur, MO 63141
90
Wealthminder
score

Tess Severin (CRD# 6347127) is an Investment Advisor Representative working at Severin Investments LLC in Creve Coeur, MO and has 1 year of experience in the finance industry.

4
Joseph R. Anderson
CRD#: 5874130
#1 City Place Drive Suite 460, Creve Coeur, MO 63141
89
Wealthminder
score

Joseph Anderson (CRD# 5874130) is an Investment Advisor Representative working at Severin Investments LLC in Creve Coeur, MO and has over 4 years of experience in the finance industry.

5
Jeffrey J. Severin
CRD#: 2345958
1 City Place Drive, Suite 460, Creve Coeur, MO 63141
56
Wealthminder
score

Jeffrey Severin (CRD# 2345958) is an Investment Advisor Representative working at Severin Investments LLC in Creve Coeur, MO and has over 23 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.