The markets can be unpredictable, but your retirement planning doesn't have to be. At St. Louis Retirement Advisors, we are committed to providing you with the tools, services, and strategies that will empower you to achieve the retirement you deserve.
Nothing's more important than preparing for the future- whatever it may bring.
You deserve a financial advisor who understands your life, your needs, and your priorities; someone who is with you every step of the way.
That's our commitment to you.
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||LPL Financial|
|States Licensed in:||MO, IL, NC, SC, TX, FL, OH|
|Number of Years with Current Firm:||9|
|Investment Types:||Mutual Funds , Exchange Traded Funds (ETFs) , Bonds , Stocks , Annuities , Insurance , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone , At my office , At your home , Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Life , Long Term Care|
|Firm's Number of Clients:||100|
|Assets Managed by Firm:||$80,000,000|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Flat Fee , Based on Assets|
|M.S. Economics and Finance||
Southern Illinois University - Edwardsville
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states : Missouri . Securities and Financial Planning offered through LPL Financial Member FINRA/SIPC
I am a CERTIFIED FINANCIAL PLANNERTM professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones of my practice. My job is to provide you with top-notch service, communication, and bring together my knowledge and experience to support your financial objectives. My success is measured by the strength of the relationships I build with my clients and their happiness with the value I add to their lives. I have been in the financial services industry for over a decade and have built my practice on client service, integrity, and long term investment guidance.