BS
BS

Brett Thomas Siegfried

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
2,831 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.5B

Fee Structure

Financial Planning:Included in AUM fee
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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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Employment History
Current Registrations
Krilogy
August 2024 - Present · 1 yr 6 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2021 - July 2024 · 3 yrs 4 mos
J.P. Morgan Securities LLCBroker
November 2019 - July 2024 · 4 yrs 8 mos
Krilogy Financial LLC
January 2013 - October 2019 · 6 yrs 9 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.