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16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-21 |
| TX | RA | APPROVED | 2012-02-23 |
| MO | RA | APPROVED | 1997-10-01 |
Branch Locations
16091 Swingley Ridge Rd. Ste 345, Chesterfield, MO 63017 • United States
16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 1997-10-01 |
Branch Locations
16091 Swingley Ridge Rd. Ste 345, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St Louis Financial Planners,Inc. | Chesterfield | MO | 01/1997 | Present |
| St Louis Financial Planners Asset Management L.L.C. | Chesterfield | MO | 01/1997 | Present |
ST LOUIS FINANCIAL PLANNERS INC/1415 ELBRIDGE PAYNE RD #140, CHESTERFIELD, MO 63017/25% OWNER/75% TIME//ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT LLC/33.3% OWNER/25% TIME/HELP CLIENTS REGISTER INVESTMENTS INTO LIVING TRUST PREPARED BY ATTORNEY. SELL LONG TERM & TERM LIFE INSURANCE THROUGH BROKERAGE UNLIMITED. CD'S SOLD THROUGH EVERBANK. FULLY DISCLOSED IN ADV PART 2A. AGREEMENT W/ JCH ADVISORY. REFERRAL FEE PAID TO JCH FOR ASSETS UNDER MGMT. CLIENTS SIGN NOTICE OF ADVISORY SERVICE. COPIES GIVEN TO CLIENTS, JCH & IN CLIENT'S FILE. FULLY DISCLOSED IN ADV PART 2A. INVESTMENT PROGRAMS IMPLEMENTED THROUGH RYDEX FUNDS, SKANDIA & RYDEX FINANCIAL SVCS PLATFORM. CHARGE FEE FOR INVESTMENT ADVICE & MGMT OF ASSETS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-02-04 |
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