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Krilogy News
Krilogy Financial

Krilogy Team Member Earns Accredited Investment Fiduciary Designation from The Center for Fiduciary Studies

Posted on December 23, 2014 by Krilogy

Matthew Haywood of Krilogy Financial, a St. Louis-based financial services firm, has been 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 care. The Designation is…

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Patrick Monahan

Advisor Spotlight – Patrick Monahan – November 2014

Posted on November 30, 2014 by Krilogy

Patrick Monahan, November 2014 Advisor Spotlight by Kent Skornia Imagine a professional who saw an opportunity for a better way to serve his clients, practice his craft, and be his genuine self, and left a great career to take a chance on a new start-up firm. That’s exactly what Patrick Monahan did when he joined Krilogy during our first year…

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Krilogy Financial

Krilogy News – November 2014

Posted on November 30, 2014 by Krilogy

Inc. 5000 In September, 2014, Inc. Magazine named Krilogy to the Inc. 5000 list of the fastest growing companies in the United States. Krilogy is ranked at #1575 overall, and #18 in the state of Missouri with three year revenue growth of 271% and a doubling of the staff in that same time period. Krilogy President and CEO, Kent Skornia,…

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Kent Skornia

Letter from the President – November 2014

Posted on November 30, 2014 by Krilogy

Each year in October, we are able to have some clients join us here on our campus. The intent is to express our gratitude and say “thank you” to clients on this small occasion and during other opportunities throughout the year, as we’re grateful for each and every household we get to work with. Yet each year I am humbled…

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Kevin Reynolds

Krilogy Financial Welcomes Financial Advisor Kevin Reynolds

Posted on November 18, 2014 by Krilogy

Krilogy Financial, a St. Louis-based financial services firm, has hired Kevin Reynolds as its newest financial advisor. Kevin considers his relationship with each client to be a close, personal partnership that enables him to serve as their trusted financial advisor by using an unbiased approach and offering solutions that best suit his client’s needs. “Kevin brings years of experience in…

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Inc 5000

Krilogy Financial on INC 5000

Posted on October 7, 2014 by Krilogy

Krilogy Financial Works closely with clients to discover, design and implement customized wealth plans to meet individual goals. Krilogy currently has $300 million in fee-based assets under advisement. Rank: 1574 3-Year Growth: 271% 2013 Revenue: $2.5 Million 2010 Revenue: $676,561 Industry: Financial Services Location: St. Louis, MO Founded: 2009 Employees: 28 Jobs Added, Previous 3 Years: 15 Website: Krilogy.com 2014…

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St. Louis Business Journal’s Best Places to Work 2014

Posted on October 7, 2014 by Krilogy

Meet the employers Krilogy Financial At Krilogy Financial, accomplishment means that the firm works closely with clients to discover, design, and most importantly, implement a wealth plan that will help clients meet their goals. Kent Skornia, president and founder Employees: 28 2013 revenue: $2.5 million Employee Perks In addition to things like a free parking garage, Krilogy gear (such as…

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Krilogy Financial

August 2014 Newsletter – In The Community

Posted on August 31, 2014 by Krilogy

Among the core values present in every Krilogy team member is that of Abundance, where a servant mentality leads to the goal of “how can we help” clients, others on the team, or the community in which we live. It was that commitment to service that led Krilogy Advisor Michael Brown to spearhead an initiative call the Lights On Campaign,…

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Krilogy Financial

August 2014 Newsletter – Investment Advisory Report

Posted on August 31, 2014 by Krilogy

News Today, we live in a time period characterized by fast-moving markets and constant information flow. Clients want to know – and deserve to know – what’s happening with their portfolios, how often their advisor is monitoring their investments, and our team at Krilogy can, in good conscience, tell you daily. We also provide the tools to access your information…

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Kent Skornia

August 2014 Newsletter – From The President

Posted on August 31, 2014 by Krilogy

What does accomplishment mean to you? Perhaps it means building a successful career or business, saving for your kids’ education, or put a road map in place to help you reach financial milestones. Whatever it may mean to you, Krilogy is here to help you. We established the firm five years ago with a name that embodied our commitment to…

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Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life.

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