Joshua Paul Statler

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

• 01/2010 → 08/2017
  Larson Financial Group, Llc
  St. Louis, MO
• 07/2010 → 08/2017
  Larson Financial Securities, Llc
  St. Louis, MO
• 08/2017 → 10/2023
  Arete Wealth Management Llc
  Chicago, IL
• 08/2017 → 10/2023
  Arete Wealth Advisors Llc
  Chicago, IL
• 12/2023 → 03/2025
  Great Point Capital, Llc
  Chicago, IL
• 08/2017 → 03/2025
  25 Financial
  Kirkwood, MO
• 03/2025 → 05/2026
  Focus Partners Wealth, Llc
  Boston, MA
• 05/2026 → Present
  Krilogy Financial Llc
  St. Louis, MO

Previous Registrations

• 2025-03-26 → 2026-03-23
  Focus Partners Wealth, Llc
  Saint Louis, MO
• 2024-07-15 → 2025-04-11
  25 Financial
  Saint Louis, MO
• 2017-08-02 → 2023-10-27
  Arete Wealth Advisors, Llc
  Kirkwood, MO
  St Louis, MO
  Chicago, IL
  St. Louis, MO
• 2014-06-16 → 2017-08-02
  Larson Financial Group, Llc
  Saint Louis, MO
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2014-03-12

Designations

• Certified Financial Planner