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16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-26 |
| TX | RA | APPROVED_RES | 2006-11-21 |
| MO | RA | APPROVED | 1996-06-18 |
Branch Locations
16091 Swingley Ridge Rd. Ste 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 | 1996-06-18 |
Branch Locations
16091 Swingley Ridge Rd. Ste 345, Chesterfield, MO 63017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Louis Financial Planners, Inc | Chesterfield | MO | 01/1980 | Present |
| St Louis Financial Planners Asset Management | Chesterfield | MO | 03/1996 | Present |
ST LOUIS FINANCIAL PLANNERS INC/25% OWNER/25% TIME SPENT/OCCASIONALLY REQUESTED TO NOTARIZE DOCUMENTS FOR CLIENTS RELATED TO THEIR INVESTMENTS/ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT LLC/33.3% OWNER/75% TIME SPENT/HELPS CLIENTS RE-REGISTER INVESTMENTS INTO LIVING TRUST PREPARED BY ATTORNEY.JCH ADVISORY RECEIVES REFERRAL FEE FOR ASSETS UNDER MGMT. CLIENTS SIGN NOTICE OF ADVISORY SERVICE. COPIES GIVEN TO CLIENT, JCH & KEPT IN CLIENT FILE. CHARGE FEE FOR INVESTMENT ADVICE & ASSET MGMT. RYDEX FINANCIAL SVCS & AMERICAN SKANDIA. FULLY DISCLOSED IN ADV PART II/SELLS LONG TERM CARE AND TERM INSURANCE THROUGH THE BLAIR AGENCY. SELLS OTHER CARRIERS THROUGH BROKERAGE UNLIMITED/2% TIME SPENT/REP SELLS MONEY MARKET ACCOUNTS & CDS THROUGH EVERBANK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1980-09-12 |
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