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 to receive the CFP® certification.
Since joining the firm in 2010, Holt has built a successful practice within Krilogy, and serves as a mentor and Team Lead to a group of advisors with over $50 million in assets under management. He was recently named Krilogy’s Director of Advisor Development, where he’s expanded his leadership and plays a key role in helping to guide the firm to the future.
“Receiving the CFP® certification has been the next step in my journey to provide an enhanced level of service and knowledge to my clients, while encouraging those I mentor to continue to grow personally and professionally,” said Holt. “Krilogy gives all the opportunity and support to achieve and experience accomplishment.”
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
About Krilogy Financial®
Krilogy Financial® is an independent financial services firm focused on developing customized wealth management strategies for today’s investor. From wealth management to wealth accumulation, Krilogy Financial® offers a seamless pathway to unite each client’s complete financial needs in one location. The firm’s expertise is centralized within three key building blocks of financial success: financial planning, portfolio management and insurance services. In 2014 and 2015, Krilogy was named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the area, and the INC 5000 list of the country’s fastest growing companies, and has also been named among St. Louis’ “Best Places to Work” by the St. Louis Business Journal. For information, call 314.884.2800 or visit www.krilogy.com.
About CFP Board
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 70,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.