wiseradvisor

Brian Long
St. Louis Financial Group

Tel: (314) 336-0888
15415 Clayton Road
Ballwin, MO 63011
St. Louis Financial Group | Financial Advisor in Ballwin ,MO

About St. Louis Financial Group

We are an independent Wealth Management firm in the Ballwin, Chesterfield area.

We help a select group of high net-worth families and small business owners in the St. Louis area. Specializing in retirement planning, we match client's dreams and values with a written financial plan to remove the worries associated with investments and insurance. Some of our clients have been with us for over 20 years.

We take great pride in being independent and having the ability to research many types of investments and come back to the client with the best tool to get the job done. Whether it's an IRA or stock and bond portfolio, we'll find the right investment for you, your family or your business.


General Information

Firm Start Year:   2002
No.of Employees:   1
Name of Broker/Dealer:   Cutter and Company Brokerage Inc.
Name of Custodial Firm:   First Clearing
States Licensed in:   MO. IL. CO. FL. AZ.
Number of Years with Current Firm:   18
Work Experience:   28 Years working with retirees and business owner clients.
I work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors


Services

Investment Types:   Annuities, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Bonds, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, Via phone, At my office, At your home, Video Conference, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Long Term Care, Variable Life, Variable Annuity, Life, Health, Annuity
Financial Organization Memberships:   IARFC
Non-Financial Organization Memberships:   Ducks Unlimited and Migratory Waterfowl.- International Association of Registered Financial Consultants


Firm Information

Firm's Number of Clients:   200
Firm's Number of Planning Clients:   150
Firm's Number of Managed Clients:   150
Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   50
Advisor's Number of Planning Clients:   100


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   50,000
Compensation Methods:   Commissions, Based on Assets
Additional Details on Charges:   We use fee based managed accounts but also have access to commission investments for smaller asset amounts.


Education

Chartered Retirement Planning Counselor  - CRPC  College for Financial Planning  - Denver
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Faqs

  • Do you have a customer satisfaction or refund policy? Any unused portion of the portfolio management expense would be returned to a client if they terminate their agreement.
  • What are your qualifications? What is your education background? I received the CRPC Chartered Retirement Planning Counselor designation from the College for Financial Planning. Series 7, 63, 66.
  • What is your approach to financial planning? We build personalized financial plans to help families and business owners reach their wealth goals.
  • What services do you offer? Financial Planning, Portfolio management, Estate Planning, Life insurance, Disability and Long term care insurance.
  • What carrier(s) do you represent? I am licensed with many of the top rated insurance companies and can do the shopping for my clients and provide them with the most competitive rates.
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Disclosures

Securities & Advisory Services offered through Cutter & Company Brokerage Inc. 636-537-8770 15415 Clayton Rd. Ballwin MO.63011 Member FINRA, SIPC

Brian Long

Brian Long

CRPC®, RFC

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My Services

Financial Advice & Consulting

We take the time to sit down with our clients and learn as much as possible prior to developing a personalized plan to help them. During our initial no cost visit we will get to know each other and what your goals and concerns are. There is no investing done at the first meeting.


Financial Planning for Businesses

We set up retirement plans for business' such as 401ks, SEP and Simple IRAs and buy sell agreements.


Portfolio Management

We have access to some of the largest money managers to help clients reach their goals. These managers can use individual stocks, ETFs as well as mutual funds.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Arnold Augusta
Barnhart Bridgeton
Catawissa Cedar Hill
Chesterfield Clayton
Columbia Defiance
Dittmer Eureka
Fenton Florissant
Foristell Glencoe
Gray Summit Grover
Hazelwood Herculaneum
High Ridge Hillsboro
House Springs Imperial
Labadie Lake Saint Louis
Maryland Heights O Fallon
Pacific Pevely
Portage Des Sioux Robertsville
Saint Ann Saint Charles
Saint Louis Saint Peters
Valley Park Villa Ridge
Wentzville St. Paul

Compensation Arrangements

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