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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Kent Skornia

From the President – May 2016

There’s been a good deal of talk in the industry and in the media regarding the recent Department of Labor Fiduciary Rule for retirement accounts, including individual retirement accounts (IRAs). The final rule was passed earlier this month, and it requires advisors to serve as a fiduciary for clients, which means they’re required to put their clients’ interests first. It…

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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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John McArthur

Your Money and Your Retirement Dreams

Is there a brighter future in your retirement than you think? There just might be. The subject of retirement dreams conjures up widely different images. Instead of retirement being a mysterious future unknown, it can be a life you enjoy because you’ve planned, sought out expertise, and taken control early on. If you are proactive in your efforts, you avoid…

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