St. Louis Financial Planners Inc.

Overview

St. Louis Financial Planners Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm provides financial planning and portfolio management for individuals and small businesses, and it also operates as an insurance broker and seller of other financial products. SEC registration dates to 2018. Clients appear to be primarily individual and family households rather than institutional investors. The firm is not positioned as a capital allocator or a multi-state ESG-focused manager; the regulatory profile notes a related adviser relationship but does not indicate that the firm runs pooled investment vehicles.

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Investments & Alternatives

Location & Offices