William Pohrer is a CFP-designated registered investment advisor, based in St. Louis, MO, with 25 years of industry experience.
Location
275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William conducts advisory business through Krilogy Financial, LLC as a financial advisor, dedicating full-time hours to this role. He also works as an insurance agent selling non-variable insurance policies through various insurance companies, dedicating anywhere from minimal time to full-time hours, and works as an independent contractor providing variable annuity based brokerage services for Saxony Securities, Inc for a few hours per week.
Employment History
Current Registrations
Saxony Securities, INC.Broker
Krilogy
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Labrunerie Financial Services, INC.Broker
Smith Moore & CO.
Smith, Moore & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations5 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.