Joseph
Darpel

Smart Steps Wealth Management LLC

CRD#2271298
Investment Advisor
in Saint Louis, MO

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About this Advisor

Joseph Darpel is a financial advisor based in Saint Louis, Missouri, working with Smart Steps Wealth Management LLC. Joseph has previously held positions at Smart Steps Wealth Management, LLC, Hayden Royal, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, and Gunpowder Capital Management, LLC Dba Oliver Wealth Management. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Joseph is part of Smart Steps Wealth Management LLC, which operates out of Saint Louis, Missouri. The firm has one employee and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Smart Steps Wealth Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3636 S Geyer Road Suite 100
Saint Louis, MO 63127

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Smart Steps Wealth Management LLC Brokerage Details

Total Number of Employees

1

MO Average: 458

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Joseph Darpel Work History

2024 - Present (0 year)

Smart Steps Wealth Management, LLC

2021 - Present (3 years)

Gunpowder Capital Management, LLC Dba Oliver Wealth Management

2019 - 2021 (2 years)

Hayden Royal

2009 - 2019 (10 years)

Raymond James Financial Services Advisors, Inc

1993 - 2019 (26 years)

Raymond James Financial Services, Inc

Disclosures

Please visit the SEC profile of Joseph Darpel 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 Smart Steps Wealth Management LLC

Joseph Darpel
Saint Louis, 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.

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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.

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