Krilogy® Names Kyle Goepel and DeAnna Kaber as the Firm’s Newest Partners

  November 21, 2024: St. Louis, MO – Krilogy®, an independent wealth management firm headquartered in St. Louis, has announced the addition of Director of Business Development Kyle Goepel and Director of RIA Operations DeAnna Kaber to the firm’s team of partners. Goepel joined Krilogy in 2021 as Wealth Advisor, and simultaneously took on the role of Director of Business…

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Quarterly Market Newsletter | October 2024

Q3 2024 Review Equity Market The market had a rough patch at the beginning of the quarter which saw the S&P 500 fall nearly 10% but rallied to end the quarter positive. The S&P 500 ended the quarter up 5.9%. Market breadth improved and investors saw greater participation outside of mega-cap Tech. The NASDAQ finished the quarter up only 2.8%…

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Senior Wealth Advisor Brett Siegfried Returns to Krilogy®

St. Louis, MO – Krilogy®, an independent wealth management firm headquartered in St. Louis, is pleased to announce the return of Brett Siegfried after five-years with a large national investment bank.  Siegfried represents part of a larger nationwide trend of wealth advisors departing large wirehouses for registered investment advisory (RIA) firms and independent broker-dealers. “Krilogy is my home,” said Siegfried….

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Krilogy® Named Among the Top Workplaces in the St. Louis Region by the St. Louis Post-Dispatch

St. Louis, MO – For the fourth year in a row, Krilogy® has been named among the Top Workplaces in the St. Louis region by the St. Louis Post-Dispatch. The Top Workplaces recognition process includes research and an employee survey administered by a third party to assess each company’s culture, employee satisfaction and engagement. “Krilogy® was founded in 2009 based on…

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Elk Advisory Merges with Krilogy’s (K) Plans Employer-Sponsored Retirement Plans Advisory Firm

  (K) Plans, a d/b/a of Krilogy specializing in employer-sponsored retirement plans, has announced the addition of Elk Advisory Group. As a result of the merger, Matt Ott has been named President of (K) Plans, leading the team of advisors who manage $500 million in assets and serve 7,500 plan participants. (K) Plans was formed by Krilogy in 2022 to…

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InvestmentNews Names Krilogy® Among the Best Places to Work for Financial Advisors

Once again this year, Krilogy® has earned a spot on the InvestmentNews list of the Best Places to Work for Financial Advisors. This is the firm’s third appearance on the list in recent years. “We established Krilogy® in 2009 to be different from other wealth management firms, focusing on building a culture that people would want to be part of,”…

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Senior Wealth Advisor Kristin Fomon Named Partner

Krilogy®, an independent wealth management firm headquartered in St. Louis, has named Senior Wealth Advisor Kristin Fomon as the firm’s newest partner. She has served clients in Dallas, Texas since 2019 and is also Director of Advisor Development for Krilogy Texas. Fomon joined Krilogy in 2014 and quickly began developing her client base while supporting key initiatives in the firm….

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Maurer Team Joins Krilogy®, Adds $145 Million in Assets to the Firm

Krilogy®, a St. Louis-based wealth management firm, has announced the addition of Karen J. Maurer and her all-female team of wealth professionals to the firm. Maurer, a former partner of Six Point Financial Group since 2014, has been named Partner and Senior Wealth Advisor at Krilogy and is joined by Paraplanner Cindy Stewart and Wealth Services Manager Lily Morley-Park, also…

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Krilogy Financial

Phlox Capital Management Joins Krilogy® to Form Krilogy Texas

August 24, 2023: St. Louis, MO — Krilogy®, an independent wealth management firm headquartered in St. Louis, and Dallas-based Phlox Capital Management have joined forces to form Krilogy Texas. The firm will operate from the former Phlox location in Dallas with an established team of advisors hailing from both Krilogy and Phlox. Krilogy Texas is planning for growth in its…

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Krilogy® Adds Mark Lewis to Serve as the Firm’s Chief Financial Officer

St. Louis, MO — Krilogy®, a wealth management firm with $2.4 billion in assets, has added a new leadership position to the firm, naming Mark Lewis as its first Senior Partner & Chief Financial Officer. “We are grateful to have Mark join our partnership,” said Kent Skornia, Krilogy President and CEO. “His wealth of experience in finance, M&A, and growth-oriented…

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