wiseradvisor

Jeffrey Severin
Severin Investments, LLC

Tel: (314) 983-2707
211 N Broadway
Suite 2925
St. Louis, MO 63102

Managing Diversified Portfolios of Stocks, Bonds, & ETFs

Severin Investments, LLC | Financial Advisor in St. Louis ,MO

About Severin Investments, LLC

Severin Investments LLC is an independent money management firm serving individuals and institutions across the United States. We pride ourselves in providing our clients with unparalleled customer service. Our actively managed portfolios of stocks, bonds, and ETFs are different from the mutual funds and passive investments that most people are presented with when speaking to an advisor. We offer a wide variety of diversified portfolios to meet your risk tolerance and investment goals. We also offer financial planning and estate planning to help you leave a legacy for your family.

Make an appointment with a Severin Investments representative today to learn more about how a diversified portfolio of stocks, bonds, and ETFs can help you reach your financial goals!


General Information

Firm Start Year:   2003
No.of Employees:   5-9
Insurance License#:   PR235493
Name of Custodial Firm:   TD Ameritrade, LPL Financial
States Licensed in:   California, Illinois, Missouri, Texas
Number of Years with Current Firm:   14
Work Experience:   Jeffrey Severin, President of Severin Investments has been assisting investors for the past 30 years. Mr. Severin started his career as a Registered Investment Advisor Representative with John Hancock Financial Services and moved into advising individuals as Vice President of Investments at UBS-PaineWebber.

His undergraduate degree is in Finance and he has earned his MBA.

Severin Investments is a financial firm providing comprehensive financial services for investors. Our services include wealth preservation, investment management and selection, long term care planning, estate planning, and conservatorship and trustee services. To learn more about Severin Investments to www.severinfinancialgroup.wfadv.com

CREDENTIALS Series 65; Life & Health Licenses and an MBA.
I work with the following types of clients:   Businesses , Individual Investors


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Life , Long Term Care

Firm Information

Firm's Number of Clients:   300
Firm's Number of Planning Clients:   300
Firm's Number of Managed Clients:   300
Assets Managed by Firm:   $75,000,000
Advisor's Number of Clients:   300
Advisor's Number of Managed Clients:   290
Advisor's Number of Planning Clients:   300
Assets Managed by Advisor:   $75,000,000


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 and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000.00
Compensation Methods:   Flat Fee , Hourly , Based on Assets
Additional Details on Charges:   Fee Charges vary on account size.
Minimum Fee Charged for Managed Accounts:   1.00
Minimum Fee Charged for Flat Fee Accounts:   $1,500.00


Education

MBA - Finance   Americas
June 1997-November 2000



Faqs

  • Do you have a customer satisfaction or refund policy? When you are a licensed Portfolio Manager, you are not allowed to offer a refund policy--per SEC (Securities and Exchange Commission) rules. This is to ensure that no manager makes promises that he/she cannot keep. All investments bear the risk of loss.
  • What are your qualifications? What is your education background? Mr. Severin has worked in this industry over 25 years. Jeffrey earned a bachelor's degree in Finance and an MBA. He holds his Series 65 license and health and life insurance licenses.
  • What is your approach to financial planning? An active management portfolio strategy that rebalances the percentage of assets held in various categories in order to take advantage of market pricing anomalies or strong market sectors.
  • What services do you offer? Portfolio Management, Financial Planning, Estate Planning, 401(k) plans/rollovers, Annuities, and Long-term care insurance
  • How many clients do you currently manage? We work with about 400 families. We would be happy to offer referrals from current clients with their permission.
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Disclaimer

Securities and Insurance Products: Not Insured by FDIC or any Government Agency>May Lose Value>Not a Deposit of or Guaranteed by the Bank or any Bank affiliate. Investment products and services are offered through Severin Investments LLC.

Jeffrey Severin

Jeffrey Severin

MBA

Jeffrey gained over 20 years of industry experience at both John Hancock Financial Services and UBS Before opening Severin Investments in 2003. He earned a bachelor's degree in finance and an MBA. Jeffrey holds his Series 65 license as well as his health and life insurance licenses.

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My Services

Financial Advice & Consulting

Severin Investments provides financial consulting at an hourly fee. Clients in our managed portfolios are charged a reduced fee, and may even receive complementary consulting services depending on the consulting project. Consulting services include financial planning, recommendations for active 401(k)s, cost basis calculations, and insurance planning. Other consulting services are available upon request.


Financial Planning for Individuals

We know that your needs are unique, and we need to understand them in order to provide you with the best possible service. That's why Severin Investments offers complementary investment plans to all of our clients with managed accounts. Comprehensive financial plans are also available at an hourly rate for those who feel more comfortable with extra guidance or have complicated finances. Regardless of where you are in your life, you can count on Severin Investments to help you plan for what's most important to you.


Financial Planning for Businesses

Severin Investments LLC can help entrepreneurs and business owners manage, preserve and transfer their wealth. We can also build and manage employee 401k plans or Simplified Employee Pension (SEP) plans. Our personal touch and blended portfolios make us a unique player in the retirement plan industry.


My Team

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 4:00 PM

Communities Served

ALL

Compensation Arrangements

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Awards & Recognitions

Awards & Recognitions
2014 Five Star Wealth Manager Award
(08/01/2014)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.… more


2013 Five Star Wealth Manager Award
(08/01/2013)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.


2012 Five Star Wealth Manaager Award
(08/01/2012)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.


2011 Five Star Wealth Manager Award
(08/01/2011)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.


2010 Five Star Wealth Manager Award
(08/01/2010)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.


2009 Five Star Wealth Manager Award
(08/01/2009)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.


2008 Five Star Wealth Manager Award
(08/01/2008)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.

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