Best Investors Account Sign in
Inactive

Nicholas Joseph Allgeyer

The Worley Banks Group, LLC

Creve Coeur, MO

CRD 7036586

Claim This Profile
Employer firm

The Worley Banks Group, LLC CRD 306890

$184M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

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

Current Employers
The Worley Banks Group, Llc

6 Cityplace Drive Suite 460, Creve Coeur, MO 63141 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-07-13
  • MO RA
    APPROVED
    Since 2026-07-13

Branch Locations

6 Cityplace Drive Suite 460, Creve Coeur, MO 63141 • 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
The Worley Banks Group, Llc Crere Coeur MO 12/2023 Present
Houston Astros West Palm Beach FL 05/2023 09/2023
Philadelphia Phillies Clearwater FL 03/2023 05/2023
Toronto Blue Jays Dunedin FL 06/2018 02/2023
University Of Iowa Iowa City IA 01/2016 06/2018
  • 12/2023 → Present
    The Worley Banks Group, Llc
    Crere Coeur, MO
  • 05/2023 → 09/2023
    Houston Astros
    West Palm Beach, FL
  • 03/2023 → 05/2023
    Philadelphia Phillies
    Clearwater, FL
  • 06/2018 → 02/2023
    Toronto Blue Jays
    Dunedin, FL
  • 01/2016 → 06/2018
    University Of Iowa
    Iowa City, IA
Designations
  • Certified Financial Planner
Other Names
  • Nick Allgeyer

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

GARY MARTIN GEBHARDT
DALE WILLIAM VON HOFFMANN
Blake Elliott Smith

Nearby Offices

LPL FINANCIAL LLC · CREVE COEUR, MO
LPL FINANCIAL LLC · CREVE COEUR, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · ST LOUIS, MO

More in Creve Coeur, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor