Inc 5000

Krilogy® Named to the Inc. 5000 for the Seventh Year in a Row

For the seventh consecutive year, Krilogy® has been named among the fastest growing companies in the United States, once again earning a coveted spot on the Inc. 5000. The firm first appeared on the list in 2014 and became a member of the Inc. 5000 Hall of Fame in 2018. The Inc. 5000 is an annual “who’s who” of US…

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Krilogy® Empowers Young Women to Pursue Business and Finance Careers at Cor Jesu’s Inaugural Summer Business Experience Week

According to recent studies, women drive an estimated 89% of household spending worldwide1 and control approximately 51% of the nation’s wealth2.  In this environment, it may come as a surprise that women remain greatly underrepresented in the financial services industry, generally unaware of available career opportunities in the field. To help address this gap, Krilogy® regularly participates in educational events…

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Associate Wealth Advisor Bryce Dalrymple Joins Krilogy®

Krilogy® continues to grow its team of advisors with the addition of Associate Wealth Advisor, Bryce Dalrymple, in the firm’s Creve Coeur office. Dalrymple joins Krilogy with experience in corporate recruiting for the construction, architecture and engineering fields, as well as collegiate recruiting. Dalrymple began his relationship with Krilogy® as a client. He became well acquainted with the firm, gained…

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Krilogy Financial Times Fastest Growing America List 2020

Krilogy® Ranks Among the Fastest Growing Companies on Financial Times List of the Americas

Krilogy® is pleased to announce that the firm has earned a spot on the first annual Financial Times FT Americas list of the fastest growing companies throughout North and South America. The 2020 list ranks companies in a variety of sectors based on compound annual revenue growth between 2015 and 2018. Krilogy® is ranked at #437 and is one of…

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Creve Couer Office

Krilogy’s Response to COVID-19

As I stated in my initial communication to you in March, Krilogy leadership has been meeting regularly since the onset of this pandemic to monitor and address the ever-evolving challenges of COVID-19. Our team has helped to ensure our work-from-home processes continue to operate smoothly while also thinking ahead about the preparations we’ll need to eventually return to the office….

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Charles Schulz

Krilogy® Senior Wealth Advisor Charles Schulz Earns CERTIFIED FINANCIAL PLANNER™ Designation

St. Louis-based Krilogy®, an independent wealth management firm with more than $1.2 billion in assets, congratulates Senior Wealth Advisor Charles Schulz, CFP®, AIF® who has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards. Schulz is the latest addition to the long list of Krilogy® advisors who hold CFP® and other advanced credentials. Charles…

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Stacy Flanagin

Krilogy® Wealth Advisor Stacy Sloas, CFP®, CSA Earns Certified Senior Advisor® Designation

Krilogy®, a wealth management firm with more than $1 Billion in assets, is pleased to announce that Wealth Advisor Stacy Sloas has received her Certified Senior Advisor® (CSA) designation from the Society of Certified Senior Advisors. This credential is awarded to professionals who demonstrate in-depth knowledge in working with older adults and the ability to address the unique needs and…

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Krilogy® Named A Top Place for Women in New “Women in the Workplace: Employment Scorecard”

ST LOUIS – February 23, 2020 – Krilogy®, an independent wealth management firm with more than $1.3 billion in assets, has been recognized by the Women’s Foundation of Greater St. Louis (WFSTL) as a top place for women to work in the third annual “Women in the Workplace: Employment Scorecard.” The Scorecard is the area’s only initiative incentivizing and educating…

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Krilogy News

SECURE Act – 10 Things You Need to Know

This important update is presented to you by the Krilogy Financial Planning Committee. We are committed to keeping you informed about developments that may affect your plan, and what actions are being taken to keep it on track. When changes occur in the basic framework or key aspects of your financial universe, we serve as your trusted guides, helping you…

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Krilogy® Associate Wealth Advisor Hanh Nguyen Named to the 2020 List of St. Louis’ Best Wealth Advisors

Each year, St. Louis Small Business Monthly compiles its list of the St. Louis region’s best wealth advisors, as nominated by readers. This year, Krilogy is pleased to announce that Associate Wealth Advisor Hanh Nguyen has been named to the 2020 list. In 2016, Hanh joined Krilogy’s St. Charles County team, bringing his extensive background in education to the firm….

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