Bill Pohrer

Advisor Spotlight – Bill Pohrer – May 2016

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

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

Krilogy News – May 2016

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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Kent Skornia

From the President – May 2016

There’s been a good deal of talk in the industry and in the media regarding the recent Department of Labor Fiduciary Rule for retirement accounts, including individual retirement accounts (IRAs). The final rule was passed earlier this month, and it requires advisors to serve as a fiduciary for clients, which means they’re required to put their clients’ interests first. It…

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Nathan Holt

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

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

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

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

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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Best Places to Work

Krilogy Financial Named One of St. Louis’ Best Places to Work – 2016

On March 4, 2016, Krilogy Financial was proudly named one of St. Louis’ best places to work by the St. Louis Business Journal. The annual award is highly coveted and presented by the Journal after a short list is compiled by a third party. True to the meaning of its name, Krilogy continues to demonstrate its pursuit of the “art…

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Kent Skornia

From the President – February 2016

Volatility. It’s the hot topic of the day, and many analysts are predicting that it will continue through 2016. While the very idea of volatility may strike fear in the minds of investors, we’ve found that there’s a way to derail that fear – a plan. Clients who are clear about their financial plan, who know what their risk tolerance…

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