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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Saint Louis, MO

Every SEC-registered financial advisor at a firm office in Saint Louis who lists the Chartered Financial Analyst designation, A to Z.

14 CFA charterholders work in Saint Louis; the most are at Plancorp, LLC (3). 2 are also registered broker representatives.

CFA advisors in Saint Louis, A to Z

Every advisor in Saint Louis →

Firms with the most CFA charterholders in Saint Louis

Plancorp, LLC 3Acr Alpine Capital Research, LLC 2Alpine Private Wealth 2Confluence Investment Management LLC 2Brady Family Wealth, LLC 1Daytona Street Capital 1Fefa Financial 1LPL Financial LLC 1Larson Financial Group, LLC 1

CFA advisors in other Missouri cities

All of Missouri →

St. Louis 215St Louis 23Clayton 20Kansas City 17Chesterfield 7Springfield 5Ofallon 3

Questions

How many CFA financial advisors are in Saint Louis, MO?

14 SEC-registered investment adviser representatives at firm offices in Saint Louis, Missouri list the CFA designation; Plancorp, LLC employs the most of them (3).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Saint Louis?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.