SE
CFA
SE
CFA

Samuel Elmore

1 Year of Experience
St. Louis, MO

Samuel Elmore is a CFA-designated registered investment advisor at Nisa Investment Advisors, LLC, based in St. Louis, MO, with 1 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 428 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
78 advisors
IM Fee
Planning only
Assets Under Management
$315.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7676 Forsyth Blvd Suite 1100, St. Louis, MO, 63105-4141

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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

Samuel owns 135 acres of farmland since 2017. He provides seasonal help on weekends during the spring and fall, dedicating approximately 8 hours per day on Saturdays and Sundays during those seasons.

Employment History
Current Registrations
Nisa Investment Advisors, LLC
May 2024 - Present · 2 yrs
State Registrations1 state
MO
Advisor

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.
Samuel Elmore - Financial Advisor | TrueAdvisor