Casey D. Hunt

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT

CHESTERFIELD, MO 63017

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CRD#: 2787773

Professional summary

Casey Daniel Hunt, CFP® is a registered financial advisor currently at ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC located in Chesterfield, Missouri and ST. LOUIS FINANCIAL PLANNERS INC. located in Chesterfield, Missouri.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Casey has worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Services Offered

Estate Planning

Investment Planning

Retirement Planning

Comprehensive Financial Planning

Tax Planning

Aliases

None

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Daniel Hunt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

October 1, 1997 - Present

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

Office #1: 16091 Swingley Ridge Rd. Ste 345, Chesterfield, MO 63017

RIA

CRD#: 106999

CHESTERFIELD, MO

Current

October 1, 1997 - Present

ST. LOUIS FINANCIAL PLANNERS INC.

Office #1: 16091 Swingley Ridge Rd. Ste 345, Chesterfield, MO 63017

RIA

CRD#: 105511

CHESTERFIELD, MO

Past

January 4, 2010 - August 28, 2013

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

CHESTERFIELD, MO

Past

September 13, 2002 - December 31, 2009

GIRARD SECURITIES, INC.

CRD#: 18697

CHESTERFIELD, MO

Past

February 11, 1997 - September 18, 2002

SPELMAN & CO., INC.

CRD#: 10232

PHOENIX, AZ

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".

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

CRD#: 106999 / SEC#: 801-112870

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

Illinois

Registered Investment Advisory firm - (4/20/2018 Terminated)

Missouri

Registered Investment Advisory firm - (4/25/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/25/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Illinois
(11/21/2025)

IAR

Missouri
(10/1/1997)

IAR

Texas
(2/23/2012)

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

State Security Law Exam

IAR

Series 66

Date: 2/4/1997

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/13/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/3/1997

General Securities Principal Examination

Current Firm

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

CRD#: 106999 / SEC#: 801-112870

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

Illinois

Registered Investment Advisory firm - (4/20/2018 Terminated)

Missouri

Registered Investment Advisory firm - (4/25/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/25/2018 Terminated)

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Contact information

Main Address

16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017

Mailing Address

Phone number

(636) 532-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A 1-20-2026 (1/29/2026)

Regulatory assets under management

Total Number of Accounts	1,145
AUM (Assets Under Management)	$ 234,037,459

Red Flags

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Casey D. Hunt

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Daniel Hunt's CRS (Customer Relationship Summary).

Certified licenses

Experience

ST. LOUIS FINANCIAL PLANNERS INC.

CEROS FINANCIAL SERVICES, INC.

GIRARD SECURITIES, INC.

SPELMAN & CO., INC.

Primary Firm SEC Registration

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/1997

Series 7

Date: 9/13/1996

Series 24

Date: 4/3/1997

Current Firm

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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