Kent Skornia

From the Desk of the President, 2018 Volume Two

As we close out the first half of 2018, our awareness continues to focus on a seemingly ever-present state of market volatility. Clients are questioning what will happen if we enter a trade war, how rising interest rates in the bond market will impact their portfolios, and of course, when a significant market correction may happen. All of these questions…

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Krilogy Financial® Named to the 2018 Financial Times 300 Top Registered Investment Advisors

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisors. The list surveys Registered Investment Advisors (RIAs) and recognizes top independent RIA firms from across the United States. Krilogy applied for consideration, having met a minimum set…

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Drew Forrester

Krilogy’s Andrew T. Forrester Earns CFP® Designation

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Financial Advisor Andrew Forrester has earned his CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards. Forrester is the tenth member of the Krilogy team of advisors to receive this designation. With a background as…

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Michael Barbercheck

Krilogy Financial® Welcomes Financial Advisor Michael Barbercheck to the Firm

Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, recently added Michael Barbercheck to the team as a financial advisor. Barbercheck will focus on leveraging Krilogy’s independence, teamwork and investment platform to help meet specific client objectives in managing their wealth. “Michael comes to Krilogy with a background in customer service and demonstrates an inherent…

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Charles Schulz

Advisor Spotlight: Charles P. Schulz AIF® – 2018 Volume One

Dedication, Abundance and Leadership are core values that advisors at Krilogy live by, which is made apparent by the commitment and support the team give each other. These values are exceptionally clear in Financial Advisor, Charles Schulz. I first met Charles at Mizzou while speaking with soon-to-be-graduates about career opportunities. He was responsible for making sure fellow students were on…

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Dueling for Lincoln

2018 Krilogy Cares Partner – Dueling for Lincoln

Watching someone you love suffer from severe illnesses and genetic disorders is traumatic and heartbreaking. Families going through these situations need support and hope for treatments that will give their loved one a chance. The 2018 Krilogy Cares partner, Dueling for Lincoln, was founded to help support families experiencing such tragedies. The organization was created by Matt Mercer, Krilogy Tax…

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Krilogy Financial

Krilogy Launches Tax Services Division – 2018 Volume One

Krilogy Financial® has announced the formation of a separate but affiliated tax preparation and planning company, Krilogy Tax Services, LLC. Krilogy Tax Services features a team of CPAs focused on tax preparation and filing, and developing strategies with Krilogy advisors to create the most effective tax plans for clients. “Taxes play a significant role in a client’s overall wealth management…

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Krilogy Financial

Second Annual Shred Event – 2018 Volume One

For the second year in a row, Krilogy has partnered with PROSHRED Security® to hold a shredding event on Saturday, May 19th from 9:00am to 12:00pm. This free event will take place at our Creve Coeur office at 600 Emerson Road, St. Louis,Missouri, 63141. Trucks from PROSHRED will be on hand to accept paper, note pads, hanging files, file folders,…

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Kent Skornia

Letter from the President – 2018 Volume One

Over the last few weeks, we’ve witnessed a fair amount of volatility in the market. Whereas in the past, our clients’ biggest questions revolved around how long our record market highs would last, they’re now asking if recent drops were the correction we’ve been waiting for. Although there have been a few sharp dips and rebounds, we still find the…

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Dan Reilly

Krilogy Financial® Adds Financial Advisor Dan P. Reilly to the Firm

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Dan P. Reilly to the team as a financial advisor. In his role, Reilly will assist with the development of wealth management strategies that leverage Krilogy’s best investment and portfolio practices to fulfill the needs of the client. “Dan brings…

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