Allison Taylor Wimer

Employer firm

Krilogy CRD 149046

$5.20B 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 07/2018
  Unemployed
  O'FAllon, MO
• 08/2016 → 05/2018
  Oklahoma Baptist University
  Shawnee, OK
• 05/2015 → 08/2017
  Stifel Bank And Trust
  Chesterfield, MO
• 08/2014 → 05/2018
  Oklahoma Baptist University
  Shawnee, OK
• 07/2018 → 09/2018
  Axa Advisors, Llc
  New York, NY
• 10/2018 → 06/2025
  Clayton Financial Group, Llc
  St. Louis, MO
• 06/2025 → Present
  Krilogy Financial Llc
  St. Louis, MO

Previous Registrations

• 2022-01-13 → 2025-07-01
  Clayton Financial Group, Llc
  St. Louis, MO
• 2018-09-12 → 2018-09-27
  Equitable Advisors, Llc
  O' Fallon, MO
  Creve Coeur, MO
  Creve Coeur, MO

Exams

• S66 Uniform Combined State Law Examination
  2018-09-06

Other Names

• Allison Ingrim
• Allison Taylor Ingrim