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Nikolaisen_Lucas

Krilogy Adds Lucas E. Nikolaisen to its Team of Financial Advisors, 2018 Volume Three

Posted on October 22, 2018 by Krilogy

Lucas E. Nikolaisen recently joined Krilogy Financial® as the firm’s newest financial advisor. Nikolaisen was drawn to the firm’s team-based approach and client-first, firm-second philosophy. Lucas has a passion for serving professionals, educating and guiding them through the investment process. “Lucas is a young, intelligent, driven individual who has embraced Krilogy’s culture and has already begun enthusiastically serving clients and…

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Jake Thornton

Krilogy Welcomes Financial Advisor Jake Thornton

Posted on May 1, 2017 by Krilogy

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Jake Thornton to its growing team of financial advisors. In this role, Thornton will assist the team in developing wealth management plans to cater to the individual needs of each client. “Jake brings experiences in client service and quality care, which…

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Sheila Moran

Sheila Moran Joins Krilogy Financial® – April 2017

Posted on April 20, 2017 by Krilogy

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Sheila Moran to the firm as Assistant to the Director of Operations. In this position, she will work closely with Krilogy Partner and Director of Operations, Jaime Shelton, supporting the team and facilitating operations, internal processes, and vendor communications. “Sheila comes…

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About Krilogy

Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life.

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