Advisors at this firm
Fetzer C
Series 66
St. Louis, MO
4-C Personal Wealth Management Consultants, LLC
Fetzer Crockett is a financial advisor with 16 years of industry experience, currently affiliated with 4-C Personal Wealth Management Consultants, LLC. He holds a Series 66 designation and has worked at 4 C Wealth Management Consultants, National Planning Corporation, and Crockett And Company, Inc. Mr. Crockett is also involved in providing guidance on social security benefits planning and educational workshops, as well as college tuition planning through affiliated entities. 4-C Personal Wealth Management Consultants offers discretionary investment management and comprehensive wealth management services to individuals, high net worth clients, trusts, and estates. The firm employs a long-term investment strategy that integrates fundamental and technical analysis, managing accounts on a discretionary basis with continuous monitoring and formal annual reviews.
Bogdan N
Series 65
Creve Coeur, MO
4-C Personal Wealth Management Consultants, LLC
Bogdan Niciu is a financial advisor at 4-C Personal Wealth Management Consultants, LLC with nine years of industry experience. He holds a Series 65 designation and has been with 4-C Personal Wealth Management Consultants since 2015. 4-C Personal Wealth Management Consultants provides discretionary investment management and comprehensive wealth management services to individuals, high net worth individuals, trusts, and estates. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, tailoring asset allocation and security selection to each client's goals and risk tolerance.