Featured Business Financial Advisor in Creve Coeur, MO
Creve Coeur Financial Advisors
Severin Investments, LLC
#1 City Place Drive, Suite 460
Creve Coeur, MO 63141
(314) 227-9190
“investments, financial adviser, managed money, money manager”
Advisor Profile
Jeffrey Severin
Name:  Jeffrey Severin
Phone Number:  (314) 227-9190
Website:  Visit Website
Disclosure Link:
Securities offered through L...
Disclaimer
Securities and Insurance Products: Not Insured by FDIC or any Government Agency>May Lose Value>Not a Deposit of or Guaranteed by the Bank or any Bank affiliate. Investment products and services are offered through LPL Financial, Member SIPC. Severin Investments LLC is a separate entity from LPL Financial

About Severin Investments, LLC

Severin Investments LLC is an independent, privately-owned money management firm serving affluent individuals in North America. The firm prides itself on its unparalleled client service, flexible investment approach, and specialized business model.

Severin Investments was founded in 2003 by CEO Jeffrey J Severin.
Jeffrey Severin is one of the top 3% wealth managers recognized by St. Louis Magazine and the Wall Street Journal.
 

General Information

Gender:    Male
CRD#:    2345958
Firm CRD#:    11025
Insurance License#:    PR235493
Name of Broker/Dealer:    LPL Financial
Name of Custodial Firm:    LPL Financial
States Licensed in:    California, Delware, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Massachusetts, Michigan, Missouri, Montana, North Carolina, New Mexico, Nevada, Ohio, Pennsylvania, Tennessee,
Wisconsin
States Willing to do Business in:    ALL
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    9
Work Experience:    Jeffrey Severin, President of Severin Investments has been assisting investors for the past 20 years. Mr. Severin started his career as a Registered Investment Advisor Representative with John Hancock Financial Services and moved into advising individuals as Vice President of Investments at UBS-PaineWebber.

Mr. Severin attended Iowa State University. His undergraduate degree is in Finance and he has earned his MBA.

Severin Investments is a financial firm providing comprehensive financial services for investors. Our services include wealth preservation, investment management and selection, long term care planning, estate planning, and conservatorship and trustee services. To learn more about Severin Investments to www.severinfinancialgroup.wfadv.com

CREDENTIALS
Series 6, 7, 63, 24 & 65; Security Registrations: Life & Health Licenses in several states and an MBA.
I work with the following types of clients:    Businesses, Individual Investors
 

Education

Academic Background
 
BA Finance, MBA
 

Services

Investment Types:    International Investments, Insurance, Annuities, FOREX & Currency, Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    MBA
Securities Licenses:    Series 63, Series 6, Series 7, Series 24, Series 65
Insurance and Annuity Licenses:    Variable Life, Annuity, Life, Long Term Care, Variable Annuity
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA), Million Dollar Roundtable
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
Firm's Number of Clients:    500
Firm's Number of Planning Clients:    450
Firm's Number of Managed Clients:    450
Assets Managed by Firm:    $200,000,000.00
Advisor's Number of Clients:    300
Advisor's Number of Managed Clients:    290
Advisor's Number of Planning Clients:    300
Assets Managed by Advisor:    $200,000,000.00
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000.00
Compensation Methods:    Based on Assets, Hourly, Commissions, Flat Fee
Additional Details on Charges:    Fee Charges vary on account size.
Minimum Fee Charged for Flat Fee Accounts:    $1,500.00
 
 
 
Prepared By: Jeffrey Severin