Nathan Holt

Krilogy Financial® Advisor, Director of Advisor Development Nathan Holt Earns CFP® Certification

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louisa area, is pleased to announce that Financial Advisor and Director of Advisor Development, Nathan Holt, has earned his Certified Financial Planner ™ designation from the Certified Financial Planner Board of Standards. Holt, who joined Krilogy in 2010, is the fourth member of the firm…

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Pat O'Brien

Senior Financial Advisor Pat O’Brien Has Been Named One Of The Top 100 St. Louisans To Know

St. Louis, MO– Pat O’Brien, a Senior Financial Advisor with Krilogy Financial® in St. Louis, has recently been named one of the Top 100 St. Louisans to Know by Small Business Monthly Magazine. O’Brien, also featured in February’s Krilogy Spotlight, has been in the industry for over ten years, working hard to earn the trust and respect of clients and…

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Nathan Holt

Krilogy Financial Promotes Financial Advisor, Team Lead Nathan Holt to Director of Development

St. Louis, MO- Nathan Holt, Financial Advisor Team Lead at Krilogy Financial® in St. Louis, has been named the firm’s new Director of Development. In this role, he will expand his support and mentorship of younger associates to help them enhance their knowledge, build their practice and excel in client service. Holt began his career in financial services at Krilogy…

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Charles Schulz

Krilogy Financial Announces the Promotion of Charles Schulz to Financial Planner

St. Louis, MO- Krilogy Financial, a St. Louis financial services firm, has today announced the promotion of Charles Schulz to the position of Financial Planner. Charles’ focus will be on developing wealth strategies both for individuals and for high net worth families. Schulz is the most recent graduate of the Krilogy Advisor Development System (KADS), an extensive training program allowing…

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Best Places to Work

Krilogy Financial Named One of St. Louis’ Best Places to Work – 2016

On March 4, 2016, Krilogy Financial was proudly named one of St. Louis’ best places to work by the St. Louis Business Journal. The annual award is highly coveted and presented by the Journal after a short list is compiled by a third party. True to the meaning of its name, Krilogy continues to demonstrate its pursuit of the “art…

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Krilogy Financial

Krilogy News – February 2016

Krilogy Receives “Best Places to Work” Award The 2016 St. Louis Business Journal list of the area’s Best Places to Work is hot off the presses, and Krilogy is among the winners! The award honors companies for their culture, support and recognition of team, professional development, employee engagement, benefits, and community service. The Krilogy team will participate in an awards…

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Krilogy Financial

Investment Committee & IA Department News – February 2016

Assessing the Total Picture As Ray Dalio, founder of the world’s largest hedge fund, recently stated at the World Economic Forum in Davos, “the problem last year (in 2015) is that almost all asset classes in the world went down in value. That can’t go on too long without producing a depression.” While we believe that a depression, or even…

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Krilogy Financial

In the Community – February 2016

2016 has brought a new community initiative to Krilogy! The Krilogy team is made up of many community-minded individuals who donate their time and talents for a variety of local non-profit organizations. In fact, each member of the Krilogy team donates, on average, 15 hours per month to support their varied passions. We’ve featured many of these initiatives in past…

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Pat O'Brien

Advisor Spotlight – Patrick O’Brien – February 2016

Each issue of the Krilogy newsletter features 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 Senior Financial Advisor J. Patrick O’Brien, CFP®, CFS®. When it comes to client experience, few can match what Krilogy Senior Financial…

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Jacob Steingrubey

Krilogy welcomes Financial Advisor Jacob Steingrubey

St. Louis, MO- Krilogy Financial, a St. Louis-based financial services firm, has added Jacob Steingrubey to its team of advisors. Jacob’s personal and professional life is dedicated to cultivating lasting friendships. As a financial advisor at Krilogy, he will focus on creating financial plans for clients that want to align the vision for their future with a customized financial plan….

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