Michael Shelby Barbercheck

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

• 03/2018 → Present
  Krilogy Financial
  St. Louis, MO
• 03/2013 → 05/2019
  Lutheran Senior Services
  Ballwin, MO
• 05/2017 → 03/2018
  Scottrade, Inc.
  St. Louis, MO
• 08/2013 → 01/2018
  St. Louis Community College
  St. Louis, MO

Other Businesses

Life and Health Insurance Agent, non-investment related, 275 N. Lindbergh, Suite 20, St. Louis, MO 63141, Life and Health Insurance Sales, Insurance Agent, 3/15/2018, estimated 20-40 hrs, estimated 10-20 hrs during trading, Sales of Life and Health Insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-26

Designations

• Certified Financial Planner