Milton
Wilkins

Rbf Wealth Advisors

CRD#2969908
Investment Advisor
in Saint Louis, MO

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About this Advisor

Milton Wilkins is a financial advisor who works out of Saint Louis, Missouri who has 20 years of industry experience. Wilkins works at Rbf Wealth Advisors. Their career trajectory has included roles at Triad Advisors, Inc, Roman, Butler, Fullerton and Mercer Investment Consulting (F/K/A Hammond Assoc.). Wilkins holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Missouri. Rbf Wealth Advisors is a financial advisory business operating out of Saint Louis, MO. It administers $435 million in assets across its 2,197 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides services to 18 charities and foundations. Of its 2,197 accounts, 16% are held by high-net-worth clients who have at least $1 million in investable assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Rbf Wealth Advisors can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11500 Olive Blvd., Suite 106
Saint Louis, MO 63141

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Rbf Wealth Advisors Brokerage Details

Total Assets Under Management

$435,316,646

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

17

MO Average: 458
Total Number of Accounts

2,197

MO Average: 33,415
Average Account Size

$198,141

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

Milton Wilkins Work History

Milton has been registered as a financial advisor for 20 years.*

1998 - Present (26 years)

Triad Advisors, Inc

1997 - Present (27 years)

Roman, Butler, Fullerton

2003 - 2015 (12 years)

Mercer Investment Consulting (F/K/A Hammond Assoc.)

*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 Milton Wilkins 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 Rbf Wealth Advisors

Mark Johnson
Saint Louis, MO
Nathaniel Gilman
Saint Louis, MO
Aaron Ward
Saint Louis, MO
Anthony Kalinowski
Saint Louis, MO
Travis Grasser
Saint Louis, MO
Christopher Burke
Saint Louis, MO
Michael Meara
Saint Louis, MO
Milton Wilkins
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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