CoverProfile

Jacob Steingrubey

Financial Advisor and Senior Wealth Planner

Krilogy

United States, Missouri, St Louis

About Me

Jacob has the heart of a teacher and coach when it comes to working with clients. He believes in the importance of focusing on life goals first, and utilizing money as a tool with which to achieve those goals. He loves building life-long relationships with his friends and clients. Jacob has been in the financial services industry since 2008 and has been doing comprehensive financial planning for clients since 2013. He graduated from the University of Missouri-St. Louis with a B.S. in Business Administration, Finance Emphasis, and is a CERTIFIED FINANCIAL PLANNERTM. Before his career in Financial Planning, Jacob consulted with organizations to help them plan for disaste

View more

Profile Information

Financial Advisor and Senior Wealth Planner

Krilogy

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

St Louis

Missouri

United States

Jul 30, 2024

More profiles to browse

Profile Photo
Kevin Reynolds
Partner
Profile Photo
Tom Lewis
Partner, Counsel and Chief Compliance Officer
Profile Photo
Michael Brown
Partner, Director and Senior Wealth Advisor
Profile Photo
Charles Schulz
Senior Wealth Advisor

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BH
Bob Helmer
President Emeritus
Baldwin Wallace University