AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Anthony Edward Kalinowski

Anthony Edward Kalinowski

CFP®
RBF WEALTH ADVISORS
ST. LOUIS, MO
·CRD# 1666634·39 years experience

Professional Summary

Anthony Edward Kalinowski, CFP®, who also goes by Kale Kalinowski, Tony Kalinowski, is a registered financial advisor currently at RBF WEALTH ADVISORS located in St. Louis, Missouri. Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Anthony has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 3, Series 7, Series 9, Series 10, Series 24 and Series 8 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kale Kalinowski, Tony Kalinowski

Blog Corner

Similar Advisors

Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
View profile
Aaron Andrew Ungerer
Aaron Andrew Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FRONTENAC, MO · CRD#
George Joseph Simon JR
George Joseph Simon JR

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Chesterfield, MO · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Aaron Andrew Ungerer
Aaron Andrew Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FRONTENAC, MO · CRD#
George Joseph Simon JR
George Joseph Simon JR

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Chesterfield, MO · CRD#
ME
Michael B. Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

ST. PETERS, MO · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Aaron Andrew Ungerer
Aaron Andrew Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FRONTENAC, MO · CRD#
George Joseph Simon JR
George Joseph Simon JR

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Chesterfield, MO · CRD#
ME
Michael B. Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

ST. PETERS, MO · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Aaron Andrew Ungerer
Aaron Andrew Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FRONTENAC, MO · CRD#
George Joseph Simon JR
George Joseph Simon JR

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Chesterfield, MO · CRD#
ME
Michael B. Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

ST. PETERS, MO · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2013

Years of Experience

39 years in the financial services industry

Current & Past Employments

RBF WEALTH ADVISORS·CRD# 104771
RIA
680 Craig Road Suite 201, St. Louis, MO 63141
May 13, 2010 - Present
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
BD
St Louis, MO
June 30, 2023 - November 20, 2024
TRIAD ADVISORS LLC·CRD# 25803
BD
St Louis, MO
February 24, 2010 - July 3, 2023
MORGAN STANLEY·CRD# 149777
RIA
Clayton, MO
June 1, 2009 - February 26, 2010
MORGAN STANLEY·CRD# 149777
BD
Clayton, MO
June 1, 2009 - February 26, 2010
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Clayton, MO
September 18, 1996 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Clayton, MO
July 31, 1993 - June 1, 2009
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
May 21, 1987 - July 31, 1993

Similar Advisors

Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Aaron Andrew Ungerer
Aaron Andrew Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FRONTENAC, MO · CRD#
George Joseph Simon JR
George Joseph Simon JR

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Chesterfield, MO · CRD#
ME
Michael B. Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

ST. PETERS, MO · CRD#

Current Firm

RW
RBF WEALTH ADVISORS

LANG & BECKER, INC. | ROMAN BUTLER FULLERTON & CO | RBF WEALTH ADVISORS | RBF & CO. WEALTH ADVISORS

CRD#: 104771 / SEC#: 801-20351
RIA
Registered Investment Advisory firm - SEC (3/1/1984 Approved)

Contact Information

Main Address

680 Craig Road Suite 201, St. Louis, MO 63141

Phone Number

(314) 997-1652

# of Employees

17

SEC notice filing (24 States and Territories)

Registered to provide investment advisory services in 24 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (4/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,421

AUM (Assets Under Management)

$716,138,721

Similar Advisors

Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Aaron Andrew Ungerer
Aaron Andrew Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FRONTENAC, MO · CRD#
George Joseph Simon JR
George Joseph Simon JR

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Chesterfield, MO · CRD#
ME
Michael B. Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

ST. PETERS, MO · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Roman, Butler, Fullerton, Inc. 680 Craig Road, Suite 201, Creve Coeur, MO 63141. RIA. 160 hrs/mo; 160 during trading hrs. 2) TheRetirementInsiders podcast. 680 Craig Road, Suite 201, Creve Coeur, MO 63141. A non-financial podcast that demonstrates and teaches how individuals in retirement can live with vibrancy, fulfillment and purpose. Podcast owner, host and distributor. 3 hrs/mo; 3 during trading hrs.

Similar Advisors

Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Aaron Andrew Ungerer
Aaron Andrew Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FRONTENAC, MO · CRD#
George Joseph Simon JR
George Joseph Simon JR

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Chesterfield, MO · CRD#
ME
Michael B. Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

ST. PETERS, MO · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
RBF WEALTH ADVISORS

LANG & BECKER, INC. | ROMAN BUTLER FULLERTON & CO | RBF WEALTH ADVISORS | RBF & CO. WEALTH ADVISORS

CRD#: 104771 / SEC#: 801-20351
RIA
Registered Investment Advisory firm - SEC (3/1/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(1/13/2026)
IAR
Missouri
(5/13/2010)
IAR
Texas
(3/9/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1992About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1987About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Jun 1987About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed May 1987About the Series 7 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2023About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2023About the Series 10 exam

Series 24 — General Securities Principal Examination

Passed Jun 2010About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Dec 1992

Similar Advisors

Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Aaron Andrew Ungerer
Aaron Andrew Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FRONTENAC, MO · CRD#
George Joseph Simon JR
George Joseph Simon JR

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Chesterfield, MO · CRD#
ME
Michael B. Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

ST. PETERS, MO · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Edward Kalinowski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Dalton Stockton
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Aaron Andrew Ungerer
Aaron Andrew Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FRONTENAC, MO · CRD#
George Joseph Simon JR
George Joseph Simon JR

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Chesterfield, MO · CRD#
ME
Michael B. Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

ST. PETERS, MO · CRD#
Anthony Edward Kalinowski
Follow Anthony
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required