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Charles Schulz

Krilogy’s Charles Schulz Earns Accredited Investment Fiduciary® Designation from The Center for Fiduciary Studies™

Posted on June 7, 2016 by Krilogy

St. Louis, MO – Charles Schulz of Krilogy Financial, a St. Louis-based financial services firm, was recently awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIF Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of…

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Tom Lewis

Krilogy Financial Names Thomas J. Lewis as Chief Compliance Officer and Counsel

Posted on May 26, 2016 by Krilogy

Krilogy Financial® recently named Thomas J. Lewis as Chief Compliance Office and Counsel, adding an important role to its compliment of dedicated professionals. Tom Lewis comes to Krilogy with over a decade of experience in both litigation and corporate regulatory and legal governance. He also enjoys the distinction of having been nominated as one of the top young lawyers under…

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Bill Pohrer

Advisor Spotlight – Bill Pohrer – May 2016

Posted on May 3, 2016 by Krilogy

Each issue of the Krilogy newsletter will feature a Krilogy advisor who has been selected by the team as a standout in terms of leadership, commitment to Krilogy values, and focus on accomplishment. This quarter, the team has selected Krilogy Financial Advisor Bill Pohrer, JD, CPA, CFP®. I was recently asked about the greatest strength that Financial Advisor Bill Pohrer…

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InTheCommunity

In The Community – May 2016

Posted on May 3, 2016 by Krilogy

Krilogy’s Michael Brown Traveled to Haiti with Brace For Impact As he recalls his mission trip this March to Haiti, Krilogy’s Michael Brown is still moved by Yvelyn, a child, whom greeted him as he arrived at the IDADEE Children’s Home. This home, originally founded by former Haitian orphans, was built to provide housing and support to kids in need….

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Krilogy Financial

Investment Committee & IA Department News – May 2016

Posted on May 3, 2016 by Krilogy

Just a growth scare or prelude to something bigger? The S&P 500 is up over 200% from the March 2009 lows and this bull market currently trades just shy of 17x forward earnings and is 7 years into the cycle. However, we know bull markets don’t die of old age or from what are reasonable, yet higher, valuation levels. As…

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Krilogy Financial

Krilogy News – May 2016

Posted on May 3, 2016 by Krilogy

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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Nathan Holt

Krilogy Financial® Advisor, Director of Advisor Development Nathan Holt Earns CFP® Certification

Posted on April 28, 2016 by Krilogy

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louisa area, is pleased to announce that Financial Advisor and Director of Advisor Development, Nathan Holt, has earned his Certified Financial Planner ™ designation from the Certified Financial Planner Board of Standards. Holt, who joined Krilogy in 2010, is the fourth member of the firm…

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Pat O'Brien

Senior Financial Advisor Pat O’Brien Has Been Named One Of The Top 100 St. Louisans To Know

Posted on April 15, 2016 by Krilogy

St. Louis, MO– Pat O’Brien, a Senior Financial Advisor with Krilogy Financial® in St. Louis, has recently been named one of the Top 100 St. Louisans to Know by Small Business Monthly Magazine. O’Brien, also featured in February’s Krilogy Spotlight, has been in the industry for over ten years, working hard to earn the trust and respect of clients and…

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Nathan Holt

Krilogy Financial Promotes Financial Advisor, Team Lead Nathan Holt to Director of Development

Posted on March 29, 2016 by Krilogy

St. Louis, MO- Nathan Holt, Financial Advisor Team Lead at Krilogy Financial® in St. Louis, has been named the firm’s new Director of Development. In this role, he will expand his support and mentorship of younger associates to help them enhance their knowledge, build their practice and excel in client service. Holt began his career in financial services at Krilogy…

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Charles Schulz

Krilogy Financial Announces the Promotion of Charles Schulz to Financial Planner

Posted on March 18, 2016 by Krilogy

St. Louis, MO- Krilogy Financial, a St. Louis financial services firm, has today announced the promotion of Charles Schulz to the position of Financial Planner. Charles’ focus will be on developing wealth strategies both for individuals and for high net worth families. Schulz is the most recent graduate of the Krilogy Advisor Development System (KADS), an extensive training program allowing…

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