Jaime Shelton

Jaime Shelton – One of St. Louis’ Heroes in Business

The July, 2016 issue of St. Louis Small Business Monthly shines a spotlight on business professionals who go “above the call of duty” each day to excel not just in their career, but also to make an impact in our community. According to the paper, this handful of selfless individuals “devote(s) creativity, energy and professional acumen to solving a problem…

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Krilogy Financial

Krilogy Financial Adds Two Independent St. Louis Financial Planning Firms, Names New Partners

July 5, St. Louis, MO – Krilogy Financial continues its rapid growth pace in 2016 with the recent acquisition of one firm, The Sher Group and addition of another, OPTIMUM Wealth Management. The addition represents an increase of $160 million in assets under management, bringing Krilogy’s total assets to about $625 million and increasing its employee count to 37. The…

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FT Advisers

Krilogy Financial Named to the 2016 Financial Times Top 300 List

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has been named to the 2016 Financial Times list of the Top 300 Financial Advisors in the United States. The list surveys Registered Investment Advisors (RIAs) across the country and represents a snapshot of RIAs that the Financial Times identifies as the “best”…

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STL Business Journal Award

Krilogy Makes its Third Consecutive Appearance on the St. Louis Business Journal List of Fastest Growing Companies

2016 marks the third year in a row that Krilogy Financial has earned a position on the St. Louis Business Journal’s annual list of the area’s Fastest Growing companies. The list, researched and compiled by the St. Louis Business Journal, ranks companies by revenue growth over a three year period from 2013-2015. Krilogy’s growth rate of 74.4% places the firm…

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Charles Schulz

Krilogy’s Charles Schulz Earns Accredited Investment Fiduciary® Designation from The Center for Fiduciary Studies™

St. Louis, MO – Charles Schulz of Krilogy Financial, a St. Louis-based financial services firm, was recently awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIF Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of…

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Tom Lewis

Krilogy Financial Names Thomas J. Lewis as Chief Compliance Officer and Counsel

Krilogy Financial® recently named Thomas J. Lewis as Chief Compliance Office and Counsel, adding an important role to its compliment of dedicated professionals. Tom Lewis comes to Krilogy with over a decade of experience in both litigation and corporate regulatory and legal governance. He also enjoys the distinction of having been nominated as one of the top young lawyers under…

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Bill Pohrer

Advisor Spotlight – Bill Pohrer – May 2016

Each issue of the Krilogy newsletter will feature a Krilogy advisor who has been selected by the team as a standout in terms of leadership, commitment to Krilogy values, and focus on accomplishment. This quarter, the team has selected Krilogy Financial Advisor Bill Pohrer, JD, CPA, CFP®. I was recently asked about the greatest strength that Financial Advisor Bill Pohrer…

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InTheCommunity

In The Community – May 2016

Krilogy’s Michael Brown Traveled to Haiti with Brace For Impact As he recalls his mission trip this March to Haiti, Krilogy’s Michael Brown is still moved by Yvelyn, a child, whom greeted him as he arrived at the IDADEE Children’s Home. This home, originally founded by former Haitian orphans, was built to provide housing and support to kids in need….

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Krilogy Financial

Investment Committee & IA Department News – May 2016

Just a growth scare or prelude to something bigger? The S&P 500 is up over 200% from the March 2009 lows and this bull market currently trades just shy of 17x forward earnings and is 7 years into the cycle. However, we know bull markets don’t die of old age or from what are reasonable, yet higher, valuation levels. As…

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Krilogy Financial

Krilogy News – May 2016

Krilogy Team Lead Nathan Holt Named Director of Advisor Development Nathan Holt, Financial Advisor Team Lead, has been promoted to the role of Director of Advisor Development. Holt will expand his support and mentorship of younger associates to help them build their industry knowledge, as well as their practices within Krilogy. Since joining Krilogy in 2010, he has excelled, completing…

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