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Robert Shawn Barrale

Keb Wealth Advisors

St. Louis, MO

CRD 1839861

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Employer firm

Keb Wealth Advisors CRD 117935

$1.27B regulatory AUM 27 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Keb Wealth Advisors

3200 Robbins Road Suite 200A, Springfield, IL 62704 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-09-29
MO RA APPROVED 2017-09-29
  • IL RA
    APPROVED
    Since 2017-09-29
  • MO RA
    APPROVED
    Since 2017-09-29

Branch Locations

One Memorial Drive Suite 950, St. Louis, MO 63102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mastercard Worldwide O Fallon MO 03/1994 07/2017
Keb Wealth Advisors St. Louis MO 08/2014 Present
  • 03/1994 → 07/2017
    Mastercard Worldwide
    O Fallon, MO
  • 08/2014 → Present
    Keb Wealth Advisors
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-29
  • S65 Uniform Investment Adviser Law Examination
    2017-09-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

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EDWARD JONES · KIRKWOOD, MO
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