Featured Business Financial Advisor in Ballwin, MO
Ballwin Financial Advisors
St. Louis Financial Group
15415 Clayton Road
Ballwin, MO 63011
Phone Number
Advisor Profile
Brian Long
Name:  Brian Long
Website:  Visit Website
Disclosure Link:
Securities & Advisory Servic...

About St. Louis Financial Group

We are an independent Wealth Management firm in the Ballwin, Chesterfield area.

We help a select group of high net-worth families and small business owners in the St. Louis area. Specializing in retirement planning, we match client's dreams and values with a written financial plan to remove the worries associated with investments and insurance. Some of our clients have been with us for over 20 years.

We take great pride in being independent and having the ability to research many types of investments and come back to the client with the best tool to get the job done. Whether it's an IRA or stock and bond portfolio, we'll find the right investment for you, your family or your business.
 

General Information

I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Work Experience:    28 Years working with retirees and business owner clients.
States Willing to do Business in:    Arnold,Augusta,Barnhart,Bridgeton,Catawissa,Cedar Hill,Chesterfield,Clayton,Columbia,Defiance,Dittmer,Eureka,Fenton,Florissant,Foristell,Glencoe,Gray Summit,Grover,Hazelwood,Herculaneum,High Ridge,Hillsboro,House Springs,Imperial,Labadie,Lake Saint Louis,Maryland Heights,O Fallon,Pacific,Pevely,Portage Des Sioux,Robertsville,Saint Ann,Saint Charles,Saint Louis,Saint Peters,Valley Park,Villa Ridge,Wentzville,St. Paul
Number of Years with Current Firm:    18
Years of Experience in Financial Services:    28
Name of Custodial Firm:    First Clearing
Name of Broker/Dealer:    Cutter and Company Brokerage Inc.
States Licensed in:    MO. IL. CO. FL. AZ.
Firm CRD#:    22449
CRD#:    2143884
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    IARFC
Non-Financial Organization Memberships:    Ducks Unlimited and Migratory Waterfowl.- International Association of Registered Financial Consultants
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    63, Series 66, Series 7
Certifications, Accreditations & Designations:    Registered Financial Consultant (RFC), Chartered Retirement Planning Counselor (CRPC®)
 

Firm Information

Advisor's Number of Planning Clients:    100
Advisor's Number of Managed Clients:    50
Advisor's Number of Clients:    200
Firm's Number of Managed Clients:    150
Firm's Number of Planning Clients:    150
Firm's Number of Clients:    200
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    50,000
Compensation Methods:    Based on Assets
Fee Structure:    Fee-Based (Fee and Commissions)
Additional Details on Charges:    We use fee based managed accounts but also have access to commission investments for smaller asset amounts.
Compensation Methods:    Commissions
 
 
 
 
 
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