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Showing 1 - 9 of 9 results
KENNEDY CAPITAL MANAGEMENT LLC
KENNEDY CAPITAL MANAGEMENT LLC
St. Louis, Missouri
50-99 employees
Kennedy Capital Management (KCM) is a St. Louis-based, boutique investment firm that has focused on a goal of generating superior returns in the micro, small, and mid-cap domestic equity markets for our clients for over 40 years. Our team’s top priorities are working for institutions and high-net-worth individuals, striving for sustained investment excellence, and to foster an entrepreneurial culture that results in mutually beneficial long-term relationships.
Retirement Benefits Rank
Top Benefits
THE ST. LOUIS TRUST COMPANY
THE ST. LOUIS TRUST COMPANY
St. Louis, Missouri
50-99 employees
St. Louis Trust & Family Office helps wealthy families across the country navigate—and simplify—their complex financial and personal lives.
Retirement Benefits Rank
Top Benefits
PLANCORP, INC.
PLANCORP, INC.
St. Louis, Missouri
100-499 employees
Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests. And that’s exactly what we do. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life. Whatever your situation, we'd love to work with you. Visit our website at: https://www.plancorp.com/.
Retirement Benefits Rank
Market Leading
HUNTLEIGH SECURITIES CORP.
HUNTLEIGH SECURITIES CORP.
St. Louis, Missouri
50-99 employees
Founded in 1977, Huntleigh Securities Corporation has grown to become one of the largest privately held securities brokerage firms in the St. Louis area, and one of the most respected names in the securities business. As a full service securities broker/dealer, Huntleigh has developed its reputation through its commitment to integrity in all products and services offered. We strive to provide unparalleled customer service to lay the foundation for a lasting professional relationship. Here at Huntleigh, we are committed to facilitating the long-term accumulation of wealth for each and every client. Huntleigh Securities Corporation and its affiliated companies ("Huntleigh") reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Huntleigh Securities Corporation is an SEC registered broker-dealer and a member of FINRA and SIPC. Huntleigh will not accept purchase or sales orders via LinkedIn or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Huntleigh. Opinions and comments expressed by LinkedIn members are those of the individuals submitting them and do not necessarily represent the view of the creator of this profile or the firm. Huntleigh is not responsible for content posted by third parties. Statements and messages are for U.S. residents only. To speak with a representative or a member of our staff, please contact our office by phone at (314) 236-2400. Employees cannot respond to messages through LinkedIn.
Retirement Benefits Rank
Below Market
CORNERSTONE WEALTH MANAGEMENT
CORNERSTONE WEALTH MANAGEMENT
Saint Peters, Missouri
25-49 employees
Cornerstone Wealth Management is an independent comprehensive wealth services firm, dedicated to making a positive financial difference for families. Our goal is to personalize our relationship with you. By developing an understanding of your needs and goals, we are able to support your interests and help you preserve your assets. Our responsibility is serving you. For a list of states in which we are registered to do business, please visit www.mycwmusa.com. For advisors interested in joining Cornerstone, please visit joincornerstonewealth.com. Securities offered through LPL Financial, member SIPC www.sipc.org. Investment advice offered through Cornerstone Wealth Management LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this page do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Market Leading
KRILOGY ADVISORS LLC
KRILOGY ADVISORS LLC
Creve Coeur, Missouri
50-99 employees
The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship. 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. This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other. We believe in: - Dedication: Giving relentless effort to dive deep, work hard, and exceed your expectations. - Abundance: Going beyond the financial plan to guide you to financial independence and well-being. - Leadership: Sharing informed insights and working as a team to inspire confident decision-making. Values, in action, build strong relationships based on honesty and trust. They lead to more informed planning and direct a sense of readiness as you face all of life’s changes. We take the work and the weight off your shoulders as you consider big decisions such as retirement, selling a business (or buying one), and leaving a legacy for future generations. Trust allows us to ask thought-provoking questions to advance your financial position. Most importantly, we know what to do with the answers to those questions. The team’s knowledge and our extensive use of technology provides data-driven advice to address the unique needs of your plan. We provide a trusted wealth management partnership to meet your personal, financial and life goals. With your team, you’re ready. - Founded 2009 - Independent Registered Investment Advisor (RIA) Firm, Fiduciary Advisors - $1.3 Billion in Assets - Custodians: Charles Schwab, Fidelity
Retirement Benefits Rank
Market Competitive
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LADLIE TRACHSEL FINANCIAL ADVISORS INC.
LADLIE TRACHSEL FINANCIAL ADVISORS INC.
Saint Peters, Missouri
1-24 employees
Retirement Plan Advisors (RPA) is a federally registered investment adviser (RIA) specializing in public sector deferred compensation and defined contribution plans. We provide comprehensive plan-level and participant-level services, and stand with you as a fiduciary for all the advice we provide. You don't need more work. You need RPA. Office of Supervisory Jurisdiction: 29 E. Madison St., Suite 500, Chicago, IL 60602 • 312.701.1100. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Cambridge is a partial owner of Retirement Plan Advisors, LLC.
Retirement Benefits Rank
Top Benefits
SAXONY SECURITIES, INC.
SAXONY SECURITIES, INC.
St. Louis, Missouri
25-49 employees
Saxony Securities, Inc. is one of the largest privately held independent Broker Dealer firms in the Midwest. We have built our success by striving to firmly stand behind our core values and mission statement. Our corporate back office, trading, and bond desks are located in St. Louis, Missouri. We additionally have institutional trading desks in Chicago and New York. Saxony Securities, Inc. maintains its clearing relationship with one of the industry’s largest and most experienced clearing firms Pershing, LLC, and utilizes its powerful, industry-leading technology platform, NetX360®, and the enterprise data management solutions of its affiliate Albridge™. Saxony Securities, Inc.’s values and mission statement emphasize that success is built upon the highest standards of integrity and professionalism while providing a unique level of service to our client the Independent Financial advisor, and their client’s the retail investor. By striving to remain steadfast to that statement and truly living our values, Saxony Securities, Inc. has evolved into a highly respected and specialized firm that offers a full spectrum of products and services to its Independent Financial Advisors. Saxony Securities, Inc. (Member FINRA & SIPC.)
Retirement Benefits Rank
Market Leading
KOLB GROUP, LLC
KOLB GROUP, LLC
St. Charles, Missouri
25-49 employees
Kolb Grading is a nationally qualified contractor that values construction, engineering, and project management. With jobs all across the nation, Kolb diversifies in many construction divisions such as: grading, excavation, soil stabilization, asphalt, demolition and clearing, sanitary and storm sewage, tunneling, boring, and civil contracting. Kolb works on jobs of all sizes for residential and commercial buildings, highways, airports, golf courses, energy plants, dams, and many more. For more information please visit www.kolbgrading.com
Retirement Benefits Rank
Market Laggard