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In the Community, 2018 Volume Three

Krilogy’s values of Abundance, Dedication and Leadership extend far beyond the walls of Krilogy. These values drive the team to their commitment to community service, helping those in need and offering their time and talent to a number of organizations. Did you know that Krilogy team members serve on more than 60 boards and committees across the St. Louis region,…

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Nikolaisen_Lucas

Krilogy Adds Lucas E. Nikolaisen to its Team of Financial Advisors, 2018 Volume Three

Lucas E. Nikolaisen recently joined Krilogy Financial® as the firm’s newest financial advisor. Nikolaisen was drawn to the firm’s team-based approach and client-first, firm-second philosophy. Lucas has a passion for serving professionals, educating and guiding them through the investment process. “Lucas is a young, intelligent, driven individual who has embraced Krilogy’s culture and has already begun enthusiastically serving clients and…

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Kristin Poole

Senior Advisor Kristin B. Poole Joins Krilogy, 2018 Volume Three

Krilogy Financial® recently announced the addition of Kristin B. Poole, CFP®, MIB to its team of Senior Financial Advisors. In this role, Poole will focus on providing her clients with holistic, values-based financial planning, providing a focused and personalized level of service. Kristin joined Krilogy after 12 years of experience as an advisor with other firms, embracing Krilogy as a…

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2018 Newsletter, Volume Three

2018 Newsletter, Volume Three

 

Krilogy Financial

Investment Committee & IA Department News, 2018 Volume Two

Strong Earnings Mixed with Trade Conflict Concerns Markets remained volatile in the second quarter of 2018, as a series of political and geopolitical events caused temporary pullbacks in stocks. But in contrast to the first quarter, U.S. economic growth and corporate earnings reminded investors of still-strong economic and market fundamentals. Subsequently, the major U.S. stock indexes were able to finish…

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Duo Mutt Strut

2018 Gateway Dragon Boat Festival & Duo Mutt Strutt, 2018 Volume Two

The Krilogy team has been busy in the community this year, supporting great local non-profits and a variety of causes. Just two examples of this commitment to service include the annual Dragon Boat Festival and the Duo Mutt Strutt. For the fifth year, the Krilogy team “Wake My Day” competed in the boat races that are an exciting part of…

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Krilogy Financial

Financial Advisor, Michael Barbercheck, Joins the Growing Krilogy Team, 2018 Volume Two

The Krilogy team continues to grow with the addition of Financial Advisor Michael Barbercheck, who will work in Krilogy’s Creve Coeur office. He comes to Krilogy with the mission of providing clients with comprehensive service and commitment to teamwork. Barbercheck joins the firm with a background in customer service and degree from St. Louis University. He chose to begin his…

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Krilogy Financial® Named to the 2018 Financial Times 300 Top Registered Investment Advisors

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisors. The list surveys Registered Investment Advisors (RIAs) and recognizes top independent RIA firms from across the United States. Krilogy applied for consideration, having met a minimum set…

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Drew Forrester

Krilogy’s Andrew T. Forrester Earns CFP® Designation

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Financial Advisor Andrew Forrester has earned his CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards. Forrester is the tenth member of the Krilogy team of advisors to receive this designation. With a background as…

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Michael Barbercheck

Krilogy Financial® Welcomes Financial Advisor Michael Barbercheck to the Firm

Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, recently added Michael Barbercheck to the team as a financial advisor. Barbercheck will focus on leveraging Krilogy’s independence, teamwork and investment platform to help meet specific client objectives in managing their wealth. “Michael comes to Krilogy with a background in customer service and demonstrates an inherent…

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