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Brian Long

St. Louis Financial Group

15415 Clayton Road

Ballwin, MO 63011
(314) 3360888

About St. Louis Financial Group

We are an independent Wealth Management firm in the Ballwin, Chesterfield area.

We help a select group of high net-worth families and small business owners in the St. Louis area. Specializing in retirement planning, we match client's dreams and values with a written financial plan to remove the worries associated with investments and insurance. Some of our clients have been with us for over 20 years.

We take great pride in being independent and having the ability to research many types of investments and come back to the client with the best tool to get the job done. Whether it's an IRA or stock and bond portfolio, we'll find the right investment for you, your family or your business.

General Information

Firm Start Year

2002

No.of Employees

1

CRD#

2143884

Firm CRD#

22449

Name of Broker/Dealer

Cutter and Company Brokerage Inc.

Name of Custodial Firm

First Clearing

States Licensed in

MO. IL. CO. FL. AZ.

Years of Experience in Financial Services

28

Number of Years with Current Firm

18

Work Experience

28 Years working with retirees and business owner clients.

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Services

Investment Types

Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities, Stocks, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, At your home, At your office, Via phone, Video Conference, Via email

Qualifications & Membership

Certifications, Accreditations & Designations

Registered Financial Consultant (RFC), Chartered Retirement Planning Counselor (CRPC®)

Securities Licenses

Series 66, 63, Series 7

Insurance and Annuity Licenses

Life, Health, Annuity, Long Term Care, Variable Annuity, Variable Life, Disability

Financial Organization Memberships

IARFC

Non-Financial Organization Memberships

Ducks Unlimited and Migratory Waterfowl.- International Association of Registered Financial Consultants

Firm Information

Firm's Number of Clients

200

Firm's Number of Planning Clients

150

Firm's Number of Managed Clients

150

Advisor's Number of Clients

200

Advisor's Number of Managed Clients

50

Advisor's Number of Planning Clients

100

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

50,000

Compensation Methods

Commissions

Additional Details on Charges

We use fee based managed accounts but also have access to commission investments for smaller asset amounts.

Education

Chartered Retirement Planning Counselor - CRPC

College for Financial Planning
-

Disclosures

Securities & Advisory Services offered through Cutter & Company Brokerage Inc. 636-537-8770 15415 Clayton Rd. Ballwin MO.63011 Member FINRA, SIPC