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Joseph A. Kelley

Acropolis Investment Management

Chesterfield, MO

CRD 5543161

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Employer firm

Acropolis Investment Management CRD 121307

$2.61B regulatory AUM 195 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Acropolis Investment Management

14567 North Outer Forty Road Suite 200, Chesterfield, MO 63017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-02-18
MO RA APPROVED 2008-06-04
  • TX RA
    APPROVED_RES
    Since 2021-02-18
  • MO RA
    APPROVED
    Since 2008-06-04

Branch Locations

14567 North Outer Forty Road Suite 200, Chesterfield, MO 63017 • 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
Acropolis Investment Management Chesterfield MO 05/2008 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-16
  • S65 Uniform Investment Adviser Law Examination
    2008-05-16

View on SEC IAPD

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PRINCIPAL SECURITIES, INC.
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Nearby Investors

MICHAEL CHRISTOPHER CARROLL
KERRY D ROGERS
MATTHEW EDWARD FITZGERALD

Nearby Offices

CARROLL WEALTH MANAGEMENT INC. · CHESTERFIELD, MO
PRINCIPAL SECURITIES, INC. · CHESTERFIELD, MO
LPL FINANCIAL LLC · CHESTERFIELD, MO

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