SE
CFP
SE
CFP

Stephen Eifler

19 Years of Experience
St. Louis, MO
BrokerSells Insurance

Stephen Eifler is a CFP-designated registered investment advisor, based in St. Louis, MO, with 19 years of industry experience.

Location

275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141

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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

Stephen is an independent contractor providing variable annuity based brokerage services through Saxony Securities, Inc. He also works as a financial advisor for Krilogy Financial, LLC on a full-time basis and is an independent insurance agent selling life insurance.

Employment History
Current Registrations
Saxony Securities, INC.Broker
February 2025 - Present · 1 yr 3 mos
Krilogy
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - February 2025 · 8 mos
Syntegra Private Wealth Group LLC
November 2022 - January 2025 · 2 yrs 2 mos
Securities America, INC.Broker
October 2019 - June 2024 · 4 yrs 8 mos
Arbor Point Advisors
October 2019 - December 2022 · 3 yrs 2 mos
MML Investors Services, LLC
July 2010 - October 2019 · 9 yrs 3 mos
MML Investors Services, LLCBroker
December 2009 - October 2019 · 9 yrs 10 mos
Phoenix Equity Planning CorporationBroker
February 2009 - October 2009 · 8 mos
Phoenix Equity Planning CorporationBroker
May 2006 - February 2009 · 2 yrs 9 mos
State Registrations2 states
MOTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Stephen Eifler - Financial Advisor | TrueAdvisor