Brett T. Siegfried, AIF®, CLU®
Brett T. Siegfried joined Krilogy Financial, LLC as an inductee into the Krilogy Advisor Development System (KADS) in 2012. He completed the three-year training program in just over 2 years, being promoted to the position of Financial Planner. Brett currently is a Team Lead, guiding and training future advisors. In 2018, Brett was named to the St. Louis Business Journal’s 30 Under 30 class.
As a boutique wealth management firm, Krilogy Financial® gives Brett the independence and flexibility to provide the guidance needed to position your plan to best meet your financial goals. He works with you and your other financial professionals to design, execute, and monitor your comprehensive financial plan to keep all your financial resources continuously working toward your current and future goals.
Brett’s practice focuses mainly on business owners and physicians who are concerned with accumulation, preservation, investments, employer offered benefit plans, transfer strategies and succession planning. He chairs the Krilogy Insurance Committee and is a member of the Krilogy Physician Practice.
Brett grew up in Saint Charles, Missouri and attended St. Louis University High School. Brett then attended and graduated from St. Louis University with a major in Economics and was captain of the SLU Men’s lacrosse team. He is a founding member of the Young Friends of Mercy Executive Board and served two years as board chair; former Chairman of the Young Friends of St. Louis the King School at the Cathedral and a member of the Executive Board for the Young Friends of St. Anthony’s Hospital. Brett and his wife, Hannah, live in Glendale, MO where they enjoy cooking, entertaining and traveling to new places. He is also an avid duck hunter, fisherman and squash player.
Brett is Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®) and holds a Series 65 and Life & Health Insurance license.