Krilogy St. Charles Office

Krilogy® Celebrates Growth and Expansion after Five Years in its St. Charles County Branch

In 2015, billion-dollar wealth management firm Krilogy® expanded its footprint in the St. Louis region with the opening of a branch office in St. Charles County. Five years later, the team is celebrating its commitment to St. Charles County and partnerships in the community which have led to their rapid growth. Krilogy® St. Charles County is located at 1 Mid…

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Charles Schulz

Krilogy® Senior Wealth Advisor Charles Schulz Earns CERTIFIED FINANCIAL PLANNER™ Designation

St. Louis-based Krilogy®, an independent wealth management firm with more than $1.2 billion in assets, congratulates Senior Wealth Advisor Charles Schulz, CFP®, AIF® who has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards. Schulz is the latest addition to the long list of Krilogy® advisors who hold CFP® and other advanced credentials. Charles…

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Andrew Shenberg

Krilogy® Names Portfolio Strategist Andrew Shenberg as the Firm’s Newest Partner

Krilogy®, a St. Louis-based wealth management firm with more than $1 billion in assets, has recently announced that Andrew Shenberg, CFP®, ChFC®, has been named a partner of the firm. Shenberg, who currently serves as Krilogy’s Portfolio Strategist, is the firm’s eighth partner. Shenberg joined Krilogy in 2012, filling both the role of Portfolio Strategist and Chief Compliance Officer. After…

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Stacy Sloas

Krilogy® Wealth Advisor Stacy Sloas, CFP®, CSA Earns Certified Senior Advisor® Designation

Krilogy®, a wealth management firm with more than $1 Billion in assets, is pleased to announce that Wealth Advisor Stacy Sloas has received her Certified Senior Advisor® (CSA) designation from the Society of Certified Senior Advisors. This credential is awarded to professionals who demonstrate in-depth knowledge in working with older adults and the ability to address the unique needs and…

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Connelly_Elizabeth

Executive Vice President, Wealth Advisor Elizabeth Connelly Named to the 2020 List of the Top 100 St. Louisans You Should Know

Krilogy® Executive Vice President, Wealth Advisor Elizabeth Connelly, JD, CTFA, CISP, has been named among the Top 100 St. Louisans You Should Know by St. Louis Small Business Monthly. The publication, which focuses on business owners and entrepreneurs in the region, compiles the annual list to include outstanding leaders who make an impact in business and in the community. Connelly,…

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Krilogy Receives the Advancement of Women Award from the St. Louis Business Journal, Best Places to Work 2020

Krilogy® has been recognized by the St. Louis Business Journal, Best Places to Work 2020 with the “Advancement of Women Award.” The award is given to workplaces which demonstrate a culture of advancement for female employees. Since the firm’s founding in 2009, Krilogy® has focused on building a team that encompasses a variety of perspectives and experiences. Krilogy President and…

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Alan Skrainka

Alan Skrainka, Long-Time Market Strategist, Joins Krilogy®

Krilogy®, a St. Louis-based wealth management firm with more than $1 billion in assets, has added Alan Skrainka, CFA, to its investment team. Skrainka will serve as Krilogy’s Chief Market Strategist and Director of Research. Skrainka is well known in the investment community and in the national financial news media, which has relied on his insights on market trends and…

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Krilogy Markets and Business Operations Update

After every crisis we’ve faced as a nation, the market and economy have rebounded, ultimately rewarding long-term investors for their discipline and patience over time. Learn more about Krilogy’s investment philosophy and the high level of accessibility and communication present in our remote workforce on today’s Krilogy Market Update with President and CEO Kent Skornia.

Krilogy® Named A Top Place for Women in New “Women in the Workplace: Employment Scorecard”

ST LOUIS – February 23, 2020 – Krilogy®, an independent wealth management firm with more than $1.3 billion in assets, has been recognized by the Women’s Foundation of Greater St. Louis (WFSTL) as a top place for women to work in the third annual “Women in the Workplace: Employment Scorecard.” The Scorecard is the area’s only initiative incentivizing and educating…

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Krilogy News

SECURE Act – 10 Things You Need to Know

This important update is presented to you by the Krilogy Financial Planning Committee. We are committed to keeping you informed about developments that may affect your plan, and what actions are being taken to keep it on track. When changes occur in the basic framework or key aspects of your financial universe, we serve as your trusted guides, helping you…

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