St. Louis Financial Planners Inc.
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 18, 2026
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kieffer, Thomas, Anthony | Owner | Feb 1977 (50y) | 25% – 50% | |
| Timothy David Hunt | Owner/President/Secretary | CFP | Jun 1996 (30y) | 25% – 50% |
| Casey Daniel Hunt | Owner/Vice President/Treasurer/Cco | CFP | Oct 1997 (29y) | 25% – 50% |
| Matthew Joseph Jarrell | Registered representative | CFP | Jun 2013 (13y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 11/25/2025 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • AGREEMENT WITH ASSET MGMT LLC
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 18, 2026.
View current Form ADV (SEC/IAPD) ↗