9AT: ST. LOUIS FINANCIAL PLANNERS INC.

ST. LOUIS FINANCIAL PLANNERS INC.

ST. LOUIS FINANCIAL PLANNERS INC.

ST LOUIS FINANCIAL PLANNERS INC

Adviser Profile

As of Date	08/18/2026
Registration	SEC, Approved, 07/05/2018
Other registrations (3)	Missouri, Terminated, 12/19/2019 Texas, Terminated, 12/19/2019 Illinois, Terminated, 07/05/2018
ADV Location	CHESTERFIELD, MO, United States
Contact Info	636 xxxxxxx
Websites

AUM^*	0 -100%
of that, discretionary	0 -100%
Number of Employees	9 -10%
of those in investment advisory functions	4
Private Fund GAV^*	0
SMA’s	Yes
Private Funds	0

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

Reported AUM

16M 14M 11M 9M 7M 5M 2M

2018 2019 2020 2021 2022 2023 2024 2025

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

St. Louis Financial Planners, Inc. (STLFP) provides discretionary, non-discretionary investment supervisory services and financial planning advice. Those services include the evaluation of each client’s financial plan including retirement planning, tax planning, estate planning, college planning, cash flow analysis, risk management including life insurance needs and disability income insurance and evaluation of all debt liabilities. The specific investment advice will include many different investment recommendations ranging from mutual funds, variable annuities, individual stocks, limited partnerships. Recommendations are given to the client in a detailed plan with step-by-step instructions in order to implement them. At times, these recommendations may include the use of sub-advisors who may or may not trade client accounts. Sub- advisor arrangements and fees are clearly indicated within the applicable sub-advisory client agreement. For certain services, STLFP charges an hourly fee of $200.00. Such fee arrangements are discussed and accepted

by the client prior to incurring any hourly charge. STLFP provides discretionary investment advice through investment strategies named in item 8. Clients are free to terminate their relationship with STLFP at any time. On occasion, STLFP will offer advice on limited partnerships interests investing in commodity pools and futures contracts. STLFP offers advice on real estate investment trusts that invest in commercial real estate consisting of high- grade office and individual buildings leased to large corporate tenants. As of September 30, 2023, we were managing $5,458,299 of client’s assets on a discretionary basis. St. Louis Financial Planners, Inc. has been in business since 1976. The individuals providing investment advice will be required to hold a Series 63, 65 or 66 plus demonstrate a level of investment expertise that meets the standards set by a committee of STLFP officers. Principal Owners and Executive Officers are: Thomas Kieffer President 33.33% Timothy D. Hunt Vice-President 33.33% Casey D. Hunt Treasurer/CCO 33.33%

ST. LOUIS FINANCIAL PLANNERS INC.

ST. LOUIS FINANCIAL PLANNERS INC.

ST LOUIS FINANCIAL PLANNERS INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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ST. LOUIS FINANCIAL PLANNERS INC. ST. LOUIS FINANCIAL PLANNERS INC. ST LOUIS FINANCIAL PLANNERS INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

ST. LOUIS FINANCIAL PLANNERS INC.

ST. LOUIS FINANCIAL PLANNERS INC.

ST LOUIS FINANCIAL PLANNERS INC