Kristin
Fomon

Krilogy

CRD#6370487
Investment Advisor
in Saint Louis, MO

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About this Advisor

Kristin Fomon is a certified financial planner working out of Saint Louis, Missouri with 9 years of relevant experience. Fomon is an employee of Krilogy. Throughout their career, they have worked at Krilogy Financial, LLC, Elantas Pdg, Inc, Maryville University (Undergrad) and Maryville University (Mba). Fomon has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Missouri and Texas. Krilogy is an advisory firm that has its headquarters in Saint Louis, MO. The firm has offices in two locations and a total of 56 advisors. It controls $2 billion in total assets among its 5,990 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 5,990 client accounts, 23% are held by high-net-worth investors who have at least $1 million in assets available to invest. Krilogy offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. However, fees charged by Krilogy can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

275 N. Lindbergh Ste. 20
Saint Louis, MO 63141

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Krilogy Brokerage Details

Total Assets Under Management

$1,843,806,481

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

56

MO Average: 458
Total Number of Accounts

5,990

MO Average: 33,415
Average Account Size

$307,814

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kristin Fomon Work History

Kristin has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Krilogy Financial, LLC

2013 - 2014 (1 year)

Elantas Pdg, Inc

2013 - 2017 (4 years)

Maryville University (Mba)

2010 - 2014 (4 years)

Maryville University (Undergrad)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kristin Fomon 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 Krilogy

Charles Schulz
Saint Louis, MO
Bryce Dalrymple
Saint Louis, MO
Deborah Smiley
Saint Louis, MO
Steven Grigone
Saint Louis, MO
Paul Rhea
Saint Louis, MO
Byron Gabriel
Durham, NC
Daniel Henrichs
Saint Louis, MO
John Mcarthur
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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