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Walter Obremski

Advisor at B & B Financial Planning Co., Inc.

Updated today

Firm

B & B Financial Planning Co., Inc.

Location

O'fallon, MO 63366

Credentials

CFP®, Series 63

Industry experience

54 years

About

Walter Obremski is a CFP® with 54 years of experience in the financial services industry. He is currently affiliated with B & B Financial Planning Co., Inc. and Cutter & Company, Inc., where he has worked since 1990. Outside of his advisory role, he holds ownership interests and serves as secretary in two investment stock clubs. B & B Financial Planning Co., Inc. provides financial planning and discretionary investment management to individuals, families, trusts, estates, and family businesses, managing approximately $102 million across about 117 households. The firm serves both high-net-worth and non-HNW clients, employing a strategic asset-allocation approach with a mix of passive ETFs, actively managed funds, dividend-paying stocks, and municipal bonds, supplemented by risk management techniques including derivatives in separately managed accounts.

Client services

Based on B & B Financial Planning Co., Inc.

Financial planning Portfolio management Consulting/special projects

Expertise

Based on B & B Financial Planning Co., Inc.

General retirement planning Tax strategies for small businesses Business succession planning

Occupation focus

Based on B & B Financial Planning Co., Inc.

Founder/Business Owner

Fee options

Fixed

Financial plan fees charged at $300 per hour.

Percentage

$50,000 - $150,000: 1.5% $150,000 - $500,000: 1.0% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.5%

Commissions

Investment advisor representatives also earn commissions as registered representatives and insurance agents.

Project-based

$300 per hour for consultations, special projects, and certain financial planning services.

Other

Fee-only: Fee based on assets under management; hourly fees at $300/hour; fixed fees for special projects and financial plans.

Location

311 E. Elm

O'fallon, MO 63366

Most active in

Illinois · Missouri

Work history

Prospera Financial Services, inc.

2025 - Present (1 year)

Cutter & Company, Inc.

1990 - Present (36 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael M

Series 63, Series 65

Chesterfield, MO

Mills Barrington Advisors, LLC.

Passive / index investing Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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John L

ChFC®, Series 63

O' Fallon, MO

JM Lotshaw Consulting

Active portfolio management
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Gary C

Series 63, Series 65

Chesterfield, MO

Premier Wealth Advisory Services, Inc.

Active portfolio management
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Matthew D

Series 66

St. Peters, MO

Durham Wealth Management, LLC

General retirement planning General tax planning College savings (529s, UTMA, etc.)
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Stephen P

Series 63, Series 65

Chesterfield, MO

S.P. Parkin & Co

Active portfolio management General estate planning guidance General retirement planning Cash flow / budgeting

Michael D

CFP®, CPA

Cottleville, MO

Peakview Strategies

Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.

Income planning Engineering Professional Gen X (Born 1965-1980)
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