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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Matt Haywood

Five things to know and do AFTER you’ve enrolled in a 401(k)

You’ve enrolled in your company’s 401(k) program. You got the ball rolling, so now what? In a previous article we gave some pointers about right-sizing your involvement and getting help from a professional. But you still have questions. Financial planning has many layers. Let’s peel back some of those layers and address five important points. Revisit asset allocation frequently Proper…

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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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Matt Haywood

401(k) Auto-Enrollment – Cruise Control or Active Involvement?

Whether you like it or not, an Automatic Enrollment 401(k) Plan is a good thing. Everyone knows the importance of saving and investing wisely in your future. Making people choose “not to save,” instead of “to save” gets people past the initial uncertainty and questions when entering a 401(k) plan. We no longer hear people say “Let me take this…

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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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Kent Skornia

From the President – February 2016

Volatility. It’s the hot topic of the day, and many analysts are predicting that it will continue through 2016. While the very idea of volatility may strike fear in the minds of investors, we’ve found that there’s a way to derail that fear – a plan. Clients who are clear about their financial plan, who know what their risk tolerance…

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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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