Stephen Parkin
Advisor at S.P. Parkin & Co
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
S.P. Parkin & Co
Location
Chesterfield, MO 63017
Credentials
Series 63, Series 65
Industry experience
23 years
About
Stephen Parkin is the sole advisor at S.P. Parkin & Co, an independent firm based in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes long-term roles at Guardian Life Insurance Co. of America, Integrated Asset Management, Inc., and his own firms dating back to 1981. In addition to advisory services, Mr. Parkin is licensed to sell insurance through his firm, primarily to benefit clients. S.P. Parkin & Co. serves individual investors, corporations, churches, and endowments by providing investment supervisory services, portfolio management, financial planning, and consulting. The firm manages assets on a discretionary basis using four model portfolios with tactical sector rotation and employs multiple forms of analysis to adjust allocations. It also publishes a quarterly newsletter and operates an affiliated insurance agency, features that are uncommon among solo independent advisers.
Client services
Based on S.P. Parkin & Co
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Based on S.P. Parkin & Co
Active portfolio management
General estate planning guidance
General retirement planning
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$150 to $200 per hour for Financial Planning and Consulting Services
Account minimum: $250,000 Fee-only: Financial Planning and Consulting Services charged hourly at $150 to $200 per hour
Location
16052 Swingley Ridge Rd, Suite 105
Chesterfield, MO 63017
Most active in
Stephen P has reported serving >5 clients in these states in the last 12 months.
Missouri
Work history
S.P. Parkin & Co
2010 - Present (16 years)
Guardian Life Insurance Co. of America
1997 - Present (29 years)
Integrated Asset Management, Inc.
1988 - Present (38 years)
S. P. Parkin & Associates
1981 - Present (45 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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John L
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Gary C
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Matthew D
Series 66
St. Peters, MO
Durham Wealth Management, LLC
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