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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

ST. LOUIS FINANCIAL PLANNERS INC.

CRD 105511

CHESTERFIELD, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:05d28f8a-1f62-4e78-6e8e-4010f39068b0

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Dec 13, 2011 to Aug 18, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 3
Employees: 9
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-113524
CRD: 105511
Filings on the tape: 25
First filed: Dec 13, 2011
Latest filed: Aug 18, 2026
Organised: Corporation, MO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TIMOTHY DAVID HUNT	Certified Financial Planner	CHESTERFIELD, MO	30	46	n/a	no
CASEY DANIEL HUNT	Certified Financial Planner	CHESTERFIELD, MO	28	29	n/a	no
MATTHEW JOSEPH JARRELL	Certified Financial Planner	CHESTERFIELD, MO	13	17	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUNT, CASEY, DANIEL	OWNER/VICE-PRESIDENT/TREASURER/CCO	C	yes	08/2000	Dec 13, 2011	Dec 12, 2024
HUNT, TIMOTHY, DAVID	OWNER/PRESIDENT/SECRETARY	C	yes	01/2017	Dec 13, 2011	Dec 12, 2024
KIEFFER, THOMAS, ANTHONY	Owner	C	yes	02/1977	Dec 13, 2011	Dec 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC	n/a	Independent wealth	$234M	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Dec 12, 2024	$5.6M	$5.6M	9	4	0	n/a	n/a
2023	Nov 20, 2023	$5.3M	$5.3M	10	4	0	n/a	n/a
2022	Nov 21, 2022	$5.1M	$5.1M	10	4	0	n/a	n/a
2021	Nov 23, 2021	$9.2M	$9.2M	10	4	0	n/a	n/a
2020	Nov 9, 2020	$7.6M	$7.6M	10	4	0	n/a	n/a
2019	Nov 7, 2019	$11.1M	$11.1M	11	4	0	n/a	n/a
2018	Nov 29, 2018	$16.1M	$16.1M	10	4	0	n/a	n/a
2011	Dec 13, 2011	$30.5M	$30.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$0	$5.3M	-100.0%	$9.2M	n/a	9	10	0	0

Relationships

Affiliated with (2)

→ ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (3)

← MATTHEW JOSEPH JARRELLAdvisorregistration: current employment
Jun 28, 2013 to presentfactForm ADV
← CASEY DANIEL HUNTAdvisorregistration: current employment
Oct 1, 1997 to presentfactForm ADV
← TIMOTHY DAVID HUNTAdvisorregistration: current employment
Jun 18, 1996 to presentfactForm ADV

Controls (3)

← KIEFFER, THOMAS, ANTHONYOwnerOWNER, ownership code C, individual
Dec 13, 2011 to Dec 12, 2024factForm ADV
← HUNT, CASEY, DANIELOwnerOWNER/VICE-PRESIDENT/TREASURER/CCO, ownership code C, individual
Dec 13, 2011 to Dec 12, 2024factForm ADV
← HUNT, TIMOTHY, DAVIDOwnerOWNER/PRESIDENT/SECRETARY, ownership code C, individual
Dec 13, 2011 to Dec 12, 2024factForm ADV

Dated events

Occurred
May 31, 2018
First Form ADV filing
St. Louis Financial Planners Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:05d28f8a-1f62-4e78-6e8e-4010f39068b0
First observed: Dec 13, 2011
Last observed: Aug 18, 2026 34 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ST. LOUIS FINANCIAL PLANNERS INC.

CRD 105511

CHESTERFIELD, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:05d28f8a-1f62-4e78-6e8e-4010f39068b0

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY DAVID HUNT

Certified Financial Planner

CHESTERFIELD, MO

n/a

CASEY DANIEL HUNT

Certified Financial Planner

CHESTERFIELD, MO

n/a

MATTHEW JOSEPH JARRELL

Certified Financial Planner

CHESTERFIELD, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUNT, CASEY, DANIEL

OWNER/VICE-PRESIDENT/TREASURER/CCO

yes

08/2000

Dec 13, 2011

Dec 12, 2024

HUNT, TIMOTHY, DAVID

OWNER/PRESIDENT/SECRETARY

yes

01/2017

Dec 13, 2011

Dec 12, 2024

KIEFFER, THOMAS, ANTHONY

Owner

yes

02/1977

Dec 13, 2011

Dec 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

n/a

Independent wealth

$234M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Dec 12, 2024

$5.6M

n/a

2023

Nov 20, 2023

$5.3M

n/a

2022

Nov 21, 2022

$5.1M

n/a

2021

Nov 23, 2021

$9.2M

n/a

2020

Nov 9, 2020

$7.6M

n/a

2019

Nov 7, 2019

$11.1M

n/a

2018

Nov 29, 2018

$16.1M

n/a

2011

Dec 13, 2011

$30.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$5.3M

-100.0%

$9.2M

n/a