Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Saint Louis, MO
Saint Louis Financial Advisors
The Chamberlin Group
1630 Des Peres Road, Suite 150
Saint Louis, MO 63131
“Wealth & Tax Advisors ”
Advisor Profile
Name:  Don Chamberlin
Disclosure Link:
Advisory services offered th...

About The Chamberlin Group

The Chamberlin Group was founded in 2001, and the concept in starting the business was to provide people with a more holistic plan while heading towards retirement. We have blossomed into a business that provides fee-based financial planning to people from St. Louis and the surrounding areas. Our firm incorporates tax preparation & planning, estate planning, investment planning, retirement planning and insurance & medicare planning into a comprehensive approach. We focus on the planning work first, which then dictates what investment approach is appropriate
 

General Information

I work with the following types of clients:    Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors
Number of Years with Current Firm:    6
Years of Experience in Financial Services:    6
States Licensed in:    MISSOURI
Firm CRD#:    156480
CRD#:    5715574
Gender:    Male
 

Education

Academic Background
 
Bachelors Degree in Business Administration from Principia College

Accredited Wealth Management Advisor Designation from the College for Financial Planning
 

Services

I can meet clients in the following ways:    At your office, At my office
Investment Types:    Insurance, Annuities, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Non-Financial Organization Memberships:    BBB: Better Business Bureau
Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Life
Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    Accredited Wealth Management Advisor(AWMA)
 

Firm Information

Firm's Number of Clients:    1000
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Compensation Methods:    Based on Assets, Flat Fee
Minimum Portfolio Size for New Managed Accounts:    100000
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.