T

TBG-Bedford Group LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

9

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Average account size

About

TBG-Bedford Group LLC is a newly registered investment adviser that provides financial planning, consulting, investment and wealth management, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, corporations and pension or profit-sharing plans. The firm reported no assets under management at the time of its filing and states it expects to be eligible for SEC registration within 120 days.

The firm describes a long-term, disciplined approach focused on strategic asset allocation, diversification and risk management, offering discretionary and non-discretionary portfolio management that allocates among mutual funds, ETFs, individual securities, REITs, privately placed securities and allocations to Independent Managers. TBG also conducts due diligence on Independent Managers, provides ERISA fiduciary services for retirement plans, and may recommend private collective investment vehicles and other alternative investments alongside traditional portfolios.

Notable and uncommon features disclosed in the brochure include a related attorney who maintains a separate legal practice at the same address and may provide legal services to some clients for separate fees, and an ownership overlap with an Independent Manager that may receive client allocations—both relationships are identified as potential conflicts of interest. The brochure also discloses that several supervised persons act as registered representatives of a broker-dealer and as licensed insurance agents, and combined with the firm’s zero-reported AUM at filing, these affiliations and service mix distinguish its profile from many team advisers that primarily serve high-net-worth or retail individual clients.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for financial planning and consulting services ranging from $600 to $25,000, negotiable.

Percentage

0.25% – 2.00% (25 to 200 basis points), varies based on portfolio size, composition, services, and advisor

Commissions

Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements.

Other

Fee-only: Financial planning and consulting fees range from $600 to $25,000, negotiable depending on scope and complexity.

Main office location

TBG-Bedford Group LLC

10310 German Blvd

Saint Louis MO 63131, United States

Number of offices

3

Most active in

California · Florida · Illinois · Kansas · Louisiana · Missouri · Nebraska · Oklahoma · Tennessee · Texas

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Darren P

Series 63, Series 65

Wichita, KS

TBG-Bedford Group LLC

Darren Pracht is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Kyle M

Series 63, Series 65

Saint Louis, MO

TBG-Bedford Group LLC

Kyle Milfeld is a financial advisor with Ameriprise in Kirkwood, MO, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Ameriprise since 2019 and previously at Tinuum Services LLC for six years. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement-income plans, supported by a centralized consulting team and algorithmic tools.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Harry I

Series 63, Series 65

Saint Louis, MO

TBG-Bedford Group LLC

Harry Ittner Jr. is a financial advisor with Ameriprise in Saint Louis, MO, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Ameriprise since 2013. Outside of his advisory role, he serves on multiple nonprofit boards, including as President of Clay-Ro Emergency Relief and Chairperson of the Productive Living Board. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

David C

Series 63, Series 65

Saint Louis, MO

TBG-Bedford Group LLC

David Crow is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise Financial Services LLC since 2016. Outside of his advisory role, he owns DWC Consulting LLC, which provides consulting services in the quick lube industry, and serves on the board of directors for Lifebridge. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset requirements, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Joshua W

Series 63, Series 66

Saint Louis, MO

TBG-Bedford Group LLC

Joshua Wright is a financial advisor with Ameriprise in Kirkwood, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2015. Wright serves on the board of FV Services, Inc. and holds a leadership role as Vice President and Secretary of the Sainte Genevieve Oktoberfest organization. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research-driven recommendations with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Carsen P

Series 66

Wichita, KS

TBG-Bedford Group LLC

Carsen Pracht is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior work experience in educational institutions, including George Mason University, Barton Community College, and a private school in Wichita, KS. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service delivered alongside client advisors, emphasizing assets held in Ameriprise Managed Accounts and the use of algorithmic automation for generating recommendations.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Eric C

Series 66

Saint Louis, MO

TBG-Bedford Group LLC

Eric Cunningham is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining Ameriprise in 2024. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized retirement-income consulting team and combines research, modeling, and tax-efficiency analysis in its approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

John W

Series 63, Series 66

Wichita, KS

TBG-Bedford Group LLC

John Willson is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2009. He is based in Wichita, KS. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Julio M

Series 66

Saint Louis, MO

TBG-Bedford Group LLC

Julio Mendez is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years and Medtronic Inc. for seven years. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing comprehensive Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team to deliver tailored, non-discretionary advice.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")