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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


Academic Background
Bachelors Degree in Business Administration from Principia College

Accredited Wealth Management Advisor Designation from the College for Financial Planning


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


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)

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