Brett Siegfried, CLU®, is a Senior Wealth Advisor at Krilogy in St. Louis, Missouri, where he helps affluent families and business owners plan, invest, borrow, and manage their financial legacy. With more than 14 years of experience in wealth management, Brett takes a relationship-focused approach grounded in doing the right thing for his clients and his fiduciary responsibility to them.
Brett began his career at Krilogy, spending nearly eight years with the firm before moving to the Private Bank at the United States’ largest bank for five years. He returned to Krilogy in 2024. That experience shapes how he works with families whose balance sheets have grown more complex, coordinating every part of their financial picture into one plan. Working alongside Krilogy’s CPAs and estate planning attorneys, Brett builds plans designed to manage tax exposure and help protect wealth during a client’s lifetime and through the transfer to the next generation. As a Chartered Life Underwriter (CLU®), he brings added depth in insurance planning, and he pays close attention to cash flow so clients have flexibility when they need liquidity without having to tap portfolio assets.
A graduate of St. Louis University High School, Brett earned his Bachelor of Science in economics from Saint Louis University.
