Krilogy Financial

Krilogy Financial Adds Two Independent St. Louis Financial Planning Firms, Names New Partners

July 5, St. Louis, MO – Krilogy Financial continues its rapid growth pace in 2016 with the recent acquisition of one firm, The Sher Group and addition of another, OPTIMUM Wealth Management. The addition represents an increase of $160 million in assets under management, bringing Krilogy’s total assets to about $625 million and increasing its employee count to 37. The…

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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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Charles Schulz

Krilogy Financial Welcomes Charles Schulz as Financial Advisor

Krilogy Financial®, a St. Louis-based financial firm, is strengthening its team with the hiring of its newest financial advisor, Charles Schulz. In this role, Schulz will be responsible for designing holistic financial strategies that yield long-term success. “While financial aptitude is certainly a trait we covet here at Krilogy, we believe our true worth as financial advisors comes from our…

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