Michael
Barbercheck

Krilogy

CRD#6799934
Investment Advisor
in Saint Louis, MO

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About this Advisor

Michael Barbercheck is a financial advisor working in Saint Louis, Missouri with 5 years of industry experience. Barbercheck is an employee of Krilogy. During their career, the advisor has held roles at Krilogy Financial, Lutheran Senior Services, Scottrade, Inc, St. Louis Community College and Webster Groves High School. Barbercheck maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Missouri. Krilogy is an advisory firm that has its headquarters in Saint Louis, MO. The company has offices in two locations and a total of 56 financial advisors. It manages $2 billion in assets across its 5,990 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 5,990 client accounts, 23% are associated with high-net-worth investors who have greater than $1 million in investable assets. Krilogy provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically are based on which services the firm provides the client. Fee types billed by Krilogy likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 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

Michael Barbercheck Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Krilogy Financial

2017 - 2018 (1 year)

Scottrade, Inc

2013 - 2019 (6 years)

Lutheran Senior Services

2013 - 2018 (5 years)

St. Louis Community College

2009 - 2013 (4 years)

Webster Groves High School

*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 Michael Barbercheck 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

Deborah Smiley
Saint Louis, MO
Bryce Dalrymple
Saint Louis, MO
Charles Schulz
Saint Louis, MO
Steven Grigone
Saint Louis, MO
Paul Rhea
Saint Louis, MO
Jeffrey Skornia
Saint Louis, MO
John Mcarthur
Saint Louis, MO
Jane Leech
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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