The Chamberlin Group | Financial Advisor in Saint Louis ,MO

1630 Des Peres Road
Suite 150
Saint Louis, MO 63131

Wealth & Tax Advisors


About

The Chamberlin Group was founded in 2001, and the concept in starting the business was to provide people with a more holistic plan while heading towards retirement. We have blossomed into a business that provides fee-based financial planning to people from St. Louis and the surrounding areas. Our firm incorporates tax preparation & planning, estate planning, investment planning, retirement planning and insurance & medicare planning into a comprehensive approach. We focus on the planning work first, which then dictates what investment approach is appropriate

6 Years of Experience



General Information
States Licensed in:   MISSOURI
Number of Years with Current Firm:   6
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses , Investment Clubs


Services
Investment Types:   Exchange Traded Funds (ETFs) , Insurance , Mutual Funds , Bonds , Stocks , Annuities
I can meet clients in the following ways:   At your office , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Life
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   BBB: Better Business Bureau


Firm Information
Firm's Number of Clients:   1000


Compliance
Registered Investment Advisor:   Yes
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 & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   100000
Compensation Methods:   Based on Assets , Flat Fee



FAQs


DISCLOSURE

Advisory services offered through Prosperity Capital Advisors an SEC Registered Investment Advisory Firm, Don Chamberlin III, Investment Advisor Representative.

Don Chamberlin

Don Chamberlin

AWMA