KW
CFA
KW
CFA

Keith Philip Weldon

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
4,484 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$16.9B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

8235 Forsyth Boulevard, Suite 725, St. Louis, 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 Activities

Keith is a 50% owner of RYM Enterprises, LLC DBA The Porch, a retail shop, with his wife owning the other 50%. His involvement is minimal, assisting his wife as requested.

Employment History
Current Registrations
F/m Investments LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Zcm
June 2020 - May 2024 · 3 yrs 11 mos
Ziegler Capital Management, LLC
December 2014 - June 2020 · 5 yrs 6 mos
Missouri Valley Partners, INC.
May 2005 - November 2014 · 9 yrs 6 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.