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Cole Walker Myers

Stonebridge Financial Group, LLC

St. Louis, MO

CRD 8027318

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Employer firm

Stonebridge Financial Group, LLC CRD 337972

$2.40B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Stonebridge Financial Group, Llc

3770 South Lindbergh Boulevard, Suite 102, St. Louis, MO 63127 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-10-01
  • MO RA
    APPROVED
    Since 2025-10-01

Branch Locations

3770 South Lindbergh Boulevard, Suite 102, St. Louis, MO 63127 • 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
Texas Road House Festus MO 05/2023 04/2025
Fromm Construction Hillsboro MO 05/2024 08/2024
Elementry, Middle School, And High School Herculaneum MO 08/2007 05/2023
Stonebridge Financial Group, Llc St. Louis MO 09/2025 Present
Commonwealth Financial Network Waltham MA 06/2025 09/2025
  • 05/2023 → 04/2025
    Texas Road House
    Festus, MO
  • 05/2024 → 08/2024
    Fromm Construction
    Hillsboro, MO
  • 08/2007 → 05/2023
    Elementry, Middle School, And High School
    Herculaneum, MO
  • 09/2025 → Present
    Stonebridge Financial Group, Llc
    St. Louis, MO
  • 06/2025 → 09/2025
    Commonwealth Financial Network
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-30
  • S65 Uniform Investment Adviser Law Examination
    2025-08-30

View on SEC IAPD

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