helping families plan and invest for the future@ Krilogy
Greater St. Louis
Kristin Poole, CFP®, MIB
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Saint Louis University
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Tell me more about Kristin Poole, CFP®, MIB?
FlashIntel GPTKristin Poole, CFP(r), MIB is a highly experienced Wealth Advisor with over 12 years of expertise in financial planning and investment consulting. She provides holistic financial planning and investment consulting for a fee, always requiring a commission. Kristin's clients value having a partner in the process, focusing on needs-based strategies using thoughtful financial planning and wealth management processes. She has held various positions at renowned organizations such as Krilogy Financial and Buckingham Strategic Wealth, where she has demonstrated her skills in wealth management, estate planning, and retirement planning.
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About
A Wealth Advisor for over 12 years, I provide holistic financial planning and investment consulting for a fee (never a commission). For some, planning for the future can be overwhelming; for others, managing a portfolio can be time-consuming. My clients value having a partner in the process. At Krilogy Financial, we strive to make the process simple, streamlined and steady. By viewing the world through the eyes of our clients, we focus our resources on needs-based strategies using thoughtful financial planning and wealth management processes.
...See MoreWork Experience
helping families plan and invest for the future
vice president private client wealth advisor
Financial Services
Kristin Poole, CFP®, MIB's Professional Milestones
- English Teacher (2002-01-01~2004-01-01): Inspiring learners to embrace personal and professional growth through engaging and interactive lessons.
- Wealth Advisor (2014-01-01~2018-01-01): Providing comprehensive investment strategies and guiding clients towards their financial success.
Education
International Business,
Masters
2005-2007Skill
Wealth Management
Estate Planning
Retirement Planning
Certification
Colleagues
Mark Lewis
Chief Financial Officer
Jaime Shelton
partner vice president of business operations at krilogy
Jaime Shelton
Partner Vice President Of Business Operations
Paul Gabriel
director of capital markets at krilogy financial
Kent Skornia
Founder Of Criminology
Other Named Kristin Poole, CFP®, MIB
Frequently asked questions
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Kristin Poole, CFP®, MIB's social media include: Linkedin,
Kristin Poole, CFP®, MIB works for Krilogy
Kristin Poole, CFP®, MIB's role in Krilogy is helping families plan and invest for the future
Kristin Poole, CFP®, MIB works in the industry of Financial Services
Kristin Poole, CFP®, MIB's colleagues are Mark Lewis,Jaime Shelton,Jaime Shelton
Kristin Poole, CFP®, MIB's latest job experience is helping families plan and invest for the future at Krilogy
Kristin Poole, CFP®, MIB's latest education in Saint Louis University
