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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Confluence Investment Management LLC financial advisors in Missouri

Every SEC-registered investment adviser representative at a Confluence Investment Management LLC office in Missouri, by city and A to Z.

The short answer

3 registered advisors work at Confluence Investment Management LLC in Missouri, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Saint Louis (2). 0 list the CFP designation and 0 are also registered broker representatives.

Confluence Investment Management LLC advisors by city in Missouri

Every firm in Missouri →

Saint Louis 2Webster Groves 1

Confluence Investment Management LLC advisors in Missouri, A to Z

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Questions

How many Confluence Investment Management LLC financial advisors are in Missouri?

3 investment adviser representatives are registered at Confluence Investment Management LLC offices in Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Missouri does Confluence Investment Management LLC have the most advisors?

Saint Louis, with 2, then Webster Groves (1). Confluence Investment Management LLC has advisors in 2 cities in Missouri.

How do I check a Confluence Investment Management LLC advisor in Missouri?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Confluence Investment Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.