Meghan
Abeln

Krilogy

CRD#6888880
Investment Advisor
in Saint Louis, MO

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About this Advisor

Meghan Abeln is a financial advisor based in Saint Louis, Missouri, working with Krilogy. Meghan has previously held positions at Moneta Group Investment Advisors, LLC, Commerce Trust Company, and Krilogy Financial. Meghan has passed the Series 65 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Meghan is part of Krilogy, which operates out of Saint Louis, Missouri. The firm has 4 offices and 68 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Krilogy includes asset-based, hourly, and fixed fees.

Certifications and Registrations

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, 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

$2,505,389,000

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

68

MO Average: 458
Total Number of Accounts

7,299

MO Average: 33,415
Average Account Size

$343,251

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

Meghan Abeln Work History

2021 - Present (3 years)

Krilogy Financial

2017 - 2021 (4 years)

Moneta Group Investment Advisors, LLC

2011 - 2017 (6 years)

Commerce Trust Company

Disclosures

Please visit the SEC profile of Meghan Abeln 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

Andrew Forrester
Saint Louis, MO
Byron Gabriel
Durham, NC
John Rhodes
Youngsville, NC
Brady Kirkpatrick
Saint Louis, MO
Daniel Reilly
Saint Louis, MO
William Pohrer
Saint Louis, MO
Taylor Dade
Saint Louis, MO
Charles Schulz
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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