ST. LOUIS FINANCIAL PLANNERS INC.

16091 Swingley Ridge Rd.
Suite 345
Chesterfield, Missouri 63017
Tel: 636-532-3900

About ST. LOUIS FINANCIAL PLANNERS INC.

ST LOUIS FINANCIAL PLANNERS INC, formally registered with the SEC as ST LOUIS FINANCIAL PLANNERS INC. The firm was established in 07/05/2018. They have over 1 offices throughout the country.

ST. LOUIS FINANCIAL PLANNERS INC. is a Chesterfield, Missouri based Financial Planning firm with nearly $5,585,951 assets under management, offering retirement planning & investment advisory services to 36 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105511
SEC#	801-113524
Assets Managed by Firm	$5,585,951
No. of Clients	36
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	36	$5,585,951
Individuals (other than high net worth individuals)	22	$5,585,951

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AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218

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