St. Louis Financial Planners Inc.

Timothy Hunt is a CFP® professional with 37 years of experience in financial planning and asset management. He has been with St. Louis Financial Planners, Inc. since 1980 and St Louis Financial Planners Asset Management since 1996. In addition to his advisory role, he occasionally notarizes documents related to client investments and assists clients with re-registering investments into living trusts prepared by attorneys. St. Louis Financial Planners, Inc. provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning for individuals and institutional clients. The firm employs a combination of technical and fundamental analysis, utilizing ETFs, no-load index funds, and individual equities, and offers a range of income-focused and growth strategies, including advice on less-common instruments such as limited partnership interests and commodity-pool exposure.

Matthew Jarrell is a financial advisor with St. Louis Financial Planners Inc. in Chesterfield, MO, holding the CFP® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has been with St. Louis Financial Planners since 2013 and its affiliated asset management firm since 2017. Jarrell also sells life and long-term care insurance as part of his professional activities. St. Louis Financial Planners provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals and institutional clients, including 401(k) plans, trusts, and charitable organizations. The firm manages a small client base with about $5.7 million in assets and employs a combination of technical and fundamental analysis to implement portfolios primarily using ETFs, no-load index funds, and individual equities, while also offering advice on more complex instruments.

Casey Hunt is a CFP® and holds a Series 66 license with 28 years of industry experience. He has been with St. Louis Financial Planners Inc. and its affiliated entity, St. Louis Financial Planners Asset Management LLC, since 1997. He is a partial owner of both firms and assists clients with registering investments into living trusts prepared by attorneys. St. Louis Financial Planners, Inc. provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals and institutional clients, including 401(k) plans and charitable organizations. The firm employs a mix of technical and fundamental analysis and offers portfolios using ETFs, no-load index funds, individual equities, and less-common instruments such as commodity-pool and futures exposure.