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CRD 117734
ST. LOUIS, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STANLEY DEAN ROYER | n/a | ST. LOUIS, MO | 19 | 31 | 1 | no |
| SCOTT IVERSON | Certified Financial Planner|Chartered Financial Consultant | ST. LOUIS, MO | 11 | 22 | n/a | no |
| CHRISTOPHER PAUL BETTONVILLE | n/a | ST. LOUIS, MO | 10 | 11 | n/a | no |
| Andrew Joseph Merkle | n/a | ST. LOUIS, MO | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ROYER, STANLEY, DEAN | PRESIDENT, MEMBER & CHIEF COMPLIANCE OFFICER | Na | yes | 04/1999 | Feb 16, 2012 | Mar 26, 2024 |
| SCHULTE, ROBERT, CLIFTON | Member | Na | yes | 04/1999 | Feb 16, 2012 | Mar 26, 2024 |
| BARNARD, DEREK, ALAN | Member | Na | no | 01/2013 | Mar 18, 2013 | Mar 26, 2024 |
| BERGER, ROBERT, LEE | Member | Na | no | 01/2017 | Feb 1, 2017 | Mar 26, 2024 |
| CAMPBELL, CRAIG, RICHARD | Member | Na | no | 04/1999 | Feb 16, 2012 | Mar 26, 2024 |
| DEE, JEANNE, MARIE | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| DEIEN, JULIA, ANN | Member | Na | no | 01/2024 | Mar 26, 2024 | Mar 26, 2024 |
| EVANS, MICHAEL, JOHN | Member | Na | no | 04/1999 | Feb 16, 2012 | Mar 26, 2024 |
| FINKLANG, DAVID, MATTHEW | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| GALL, CHAD, RYAN | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| GOTWAY, JASON, NORMAN | Member | Na | no | 01/2024 | Mar 26, 2024 | Mar 26, 2024 |
| GRUNDEN, JODY, ALLEN | Member | Na | no | 07/2022 | Mar 20, 2023 | Mar 26, 2024 |
| HALE, GABRIEL, ADAM | Member | Na | no | 07/2022 | Mar 20, 2023 | Mar 26, 2024 |
| HARTLEY, DAVID, ELWYN | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| HELM, THOMAS, STEPHEN | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| HIBLOVIC, JULIE, KATHERINE | Member | Na | no | 01/2022 | Feb 6, 2015 | Mar 26, 2024 |
| HINSEN, MARK, GURVIS | Member | Na | no | 01/2012 | Feb 16, 2012 | Mar 26, 2024 |
| HOFFMAN, SCOTT, ALLAN | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| IVERSON, SCOTT | Member | Na | no | 01/2020 | Mar 2, 2020 | Mar 26, 2024 |
| KANIECKI, BRENT, JOSEPH | Member | Na | no | 01/2023 | Mar 20, 2023 | Mar 26, 2024 |
| LUCKETT, LUKE, AUSTIN | Member | Na | no | 01/2023 | Mar 20, 2023 | Mar 26, 2024 |
| MADDOX, JANE, MARIE | Member | Na | no | 01/2024 | Mar 26, 2024 | Mar 26, 2024 |
| MADISON, ROBERT, CHRISTOPHER | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| MARTY, JUSTIN, PATRICK | Member | Na | no | 01/2023 | Mar 20, 2023 | Mar 26, 2024 |
| MCCLURE, BRENT, ERVIN | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| MCCOOK, BRIAN, MICHAEL | Member | Na | no | 01/2013 | Mar 18, 2013 | Mar 26, 2024 |
| MEYER, JEANNE, LOUISE | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| MINKLER, ROBERT, JEROME | Member | Na | no | 12/2006 | Feb 16, 2012 | Mar 26, 2024 |
| MUDD, DANIEL, WILLIAM | Member | Na | no | 01/2013 | Mar 18, 2013 | Mar 26, 2024 |
| MUELLER, DOUGLAS, DEAN | Member | Na | no | 01/2012 | Feb 16, 2012 | Mar 26, 2024 |
| PREST, ADAM, STEVEN | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| PREST, ERIN, ELIZABETH | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| RIPPLEMEYER, LORRI, ANN | Member | Na | no | 01/2022 | Feb 1, 2017 | Mar 26, 2024 |
| SANCHEZ, LESLIE, MARIE | Member | Na | no | 01/2023 | Mar 20, 2023 | Mar 26, 2024 |
| SCHINDLER, DANIEL, KALIN | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| SCOTT, JOHN, CHARLES | Member | Na | no | 12/2006 | Feb 16, 2012 | Mar 26, 2024 |
| STAFFORD, MICHAEL, ROBERT | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| STONNER, NATHAN, PAUL | Member | Na | no | 01/2023 | Mar 20, 2023 | Mar 26, 2024 |
| STUMPE, BRADLEY, ROBERT | Member | Na | no | 01/2022 | Feb 25, 2022 | Mar 26, 2024 |
| SUMMERS, KEVIN, PATRICK | Member | Na | no | 01/2022 | Feb 1, 2017 | Mar 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM, LLP | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 12, 2026 | $911M | $911M | 3 | 3 | 0 | n/a | n/a |
| 2024 | Feb 25, 2025 | $801M | $801M | 5 | 4 | 0 | n/a | n/a |
| 2023 | Mar 26, 2024 | $678M | $678M | 5 | 3 | 0 | n/a | n/a |
| 2022 | Mar 20, 2023 | $582M | $582M | 5 | 4 | 1 | n/a | n/a |
| 2021 | Feb 25, 2022 | $546M | $546M | 4 | 4 | 1 | n/a | n/a |
| 2020 | Mar 18, 2021 | $433M | $433M | 6 | 4 | 1 | n/a | n/a |
| 2019 | Mar 2, 2020 | $382M | $382M | 4 | 3 | 0 | n/a | n/a |
| 2018 | Mar 19, 2019 | $304M | $304M | 4 | 3 | 0 | n/a | n/a |
| 2017 | Mar 26, 2018 | $319M | $319M | 4 | 3 | 0 | n/a | n/a |
| 2016 | Feb 1, 2017 | $279M | $279M | 4 | 3 | n/a | n/a | n/a |
| 2015 | Mar 23, 2016 | $237M | $237M | 4 | 3 | n/a | n/a | n/a |
| 2014 | Feb 6, 2015 | $234M | $234M | 4 | 2 | n/a | n/a | n/a |
| 2013 | Jan 21, 2014 | $240M | $224M | 3 | 2 | n/a | n/a | n/a |
| 2012 | Mar 18, 2013 | $200M | $181M | 3 | 2 | n/a | n/a | n/a |
| 2011 | Feb 16, 2012 | $180M | $160M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 25.0% | 0 | 0 | 0 | 0 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $911M | $801M | 13.8% | $582M | 16.1% | 3 | 5 | 0 | 0 |