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Andrew Christopher Phipps

Detalus Advisors, LLC

St. Louis, MO

CRD 6958295

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Employer firm

Detalus Advisors, LLC CRD 117958

$2.22B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Detalus Advisors, Llc

383 Marshall Avenue, St. Louis, MO 63119 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-07-01
  • MO RA
    APPROVED
    Since 2024-07-01

Branch Locations

383 Marshall Avenue, St. Louis, MO 63119 • 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
Moneta Group Investment Advisors, Llc St. Louis MO 06/2021 06/2024
Andres Cpas & Advisors St. Louis MO 10/2020 06/2021
Bkd Cpas & Advisors St. Louis MO 01/2020 04/2020
Farmers State Bank Jerseyville IL 05/2015 05/2018
Lewis & Clark Community College Godfrey IL 08/2015 05/2017
Southern Illinois University Of Edwardsville Edwardsville IL 08/2017 05/2020
N/A St. Louis MO 05/2020 10/2020
Stifel, Nicolaus & Company St. Louis MO 05/2018 09/2018
Detalus Advisors, Llc St. Louis MO 06/2024 Present
Detalus Advisors, Llc St. Louis MO 06/2024 Present
  • 06/2021 → 06/2024
    St. Louis, MO
  • 10/2020 → 06/2021
    Andres Cpas & Advisors
    St. Louis, MO
  • 01/2020 → 04/2020
    Bkd Cpas & Advisors
    St. Louis, MO
  • 05/2015 → 05/2018
    Farmers State Bank
    Jerseyville, IL
  • 08/2015 → 05/2017
    Lewis & Clark Community College
    Godfrey, IL
  • 08/2017 → 05/2020
    Southern Illinois University Of Edwardsville
    Edwardsville, IL
  • 05/2020 → 10/2020
    N/A
    St. Louis, MO
  • 05/2018 → 09/2018
    Stifel, Nicolaus & Company
    St. Louis, MO
  • 06/2024 → Present
    St. Louis, MO
  • 06/2024 → Present
    St. Louis, MO
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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