BB
CFP
BB
CFP

Brian Anthony Bachelier

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

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Location

165 North Meramec Ave., Suite 430, Clayton, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is involved with Voleta Advisors, LLC as a pass-through entity, and is a trustee for Arbor Haven Home Owners Association. He also rents office space through Hawthorne Capital Wealth Advisors, LLC and works as an independent insurance agent, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Mutual Advisors, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Voleta Advisors LLC
April 2019 - July 2021 · 2 yrs 3 mos
Scottrade, INC.Broker
May 1998 - January 2018 · 19 yrs 8 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.