Stephen Mckinstry
Stephen Mckinstry is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Charles, MO, with 28 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
Saint Charles, MO
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2012Customer Dispute
December 2008Other Business Activities
Stephen is a board member, coach, and player for the St Louis Royal Ramblers Rugby Club since February 2024. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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