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Joshua Edward Willbrand

Krilogy

St. Louis, MO

St. Peters, MO

CRD 7143371

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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:

Current Employers
Krilogy

275 N. Lindbergh Ste. 20, St. Louis, MO 63141 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-23
MO RA APPROVED 2019-06-24
  • TX RA
    APPROVED
    Since 2025-01-23
  • MO RA
    APPROVED
    Since 2019-06-24

Branch Locations

275 N. Lindbergh Ste. 20, St. Louis, MO 63141 • United States

1 Mid Rivers Mall Drive Ste. 120, St. Peters, MO 63376 • 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
Unemployed O'FAllon MO 01/2019 06/2019
Krilogy Financial St. Louis MO 06/2019 Present
Missouri State University Springfield MO 09/2016 01/2019
Missouri Baptist University St. Louis MO 09/2014 09/2016
  • 01/2019 → 06/2019
    Unemployed
    O'FAllon, MO
  • 06/2019 → Present
    Krilogy Financial
    St. Louis, MO
  • 09/2016 → 01/2019
    Missouri State University
    Springfield, MO
  • 09/2014 → 09/2016
    Missouri Baptist University
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-02
  • S65 Uniform Investment Adviser Law Examination
    2019-05-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

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