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16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-17 |
| IL | RA | APPROVED | 2025-11-21 |
| TX | RA | APPROVED | 2018-12-21 |
| MO | RA | APPROVED | 2017-06-28 |
Branch Locations
16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017 • United States
16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2013-06-28 |
Branch Locations
16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Louis Financial Planners, Inc. | Chesterfield | MO | 06/2013 | Present |
| St. Louis Financial Planners Asset Management Llc | Chesterfield | MO | 04/2017 | Present |
St. Louis Financial Planners, Inc. 16091 Swingley Ridge Rd. Ste 345 Chesterfield, MO 63017 Investment Advisor 50%/Time Investment advise to clients. Sell life and long term care insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-16 |
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