John
Blixen

Monetary Management Group Inc

CRD#1472218
Investment Advisor
in Ballwin, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Blixen is a financial advisor based in Ballwin, Missouri, working with Monetary Management Group Inc. John has previously held a position at Monetary Management Group, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, John is part of Monetary Management Group Inc, which operates out of Ballwin, Missouri. The firm has 5 employees and manages assets totaling $455.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Monetary Management Group Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

13537 Barrett Pkwy Suite 325
Ballwin, MO 63021

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Monetary Management Group Inc Brokerage Details

Total Assets Under Management

$455,077,155

MO Average: $11,469,110,461
Total Number of Employees

5

MO Average: 458
Total Number of Accounts

289

MO Average: 33,415
Average Account Size

$1,574,661

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Blixen Work History

2002 - Present (22 years)

Monetary Management Group, Inc

Disclosures

Please visit the SEC profile of John Blixen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Monetary Management Group Inc

George Bidleman
Ballwin, MO
Patrick Bruno
Ballwin, MO
John Blixen
Ballwin, MO
Tom Wright Jr
Ballwin, MO
Thomas Wright
Ballwin, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started