CS
CS

Colin Schlitt

3 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
Loading...

Location

501 North Broadway, St. Louis, MO, 63102

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Krilogy
October 2025 - Present · 4 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
February 2025 - October 2025 · 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2023 - October 2025 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
September 2022 - August 2023 · 11 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Colin Schlitt - Financial Advisor | TrueAdvisor