William J. Pohrer

KRILOGY

St. Louis, MO 63141

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CRD#: 3172927

Professional summary

William John Pohrer, CFP®, who also goes by Bill Pohrer, is a registered financial advisor currently at KRILOGY located in St. Louis, Missouri and SAXONY SECURITIES, INC. located in St. Louis, Missouri.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. William has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Pohrer

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.

1. KRILOGY FINANCIAL, LLC (OBA) FOR INVESTMENT RELATED BUSINESS; 275 N. LINDBERGH, SUITE 20, ST LOUIS, MO 63141; INVESTMENT ADVISORY BUSINESS; FINANCIAL ADVISOR; BEGAN 6-3-13; 160 HRS/MO; CONDUCT ADVISORY BUSINESS THROUGH RIA 2. VARIOUS INSURANCE COMPANIES (OBA) FOR INVESTMENT RELATED BUSINESS; 275 N. LINDBERGH, SUITE 20, ST LOUIS, MO 63141; NON VARIABLE INSURANCE SALES; INSURANCE AGENT; BEGAN 6-3-13; 1-160 HRS/MO; INSURANCE POLICY SALES 3. Krilogy Financial, LLC, DBA for investment related activity 4. Saxony Securities, Inc; investment related; 275 N Lindbergh Blvd Suite 20 St. Louis, MO 63141; 12/1/2014; 5-10 hours; 5-10 hours; independent contractor providing variable annuity based brokerage services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William John Pohrer'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

Experience

Current

June 4, 2013 - Present

KRILOGY

Office #1: 275 N. Lindbergh Ste. 20, St. Louis, MO 63141

RIA

CRD#: 149046

St. Louis, MO

Current

December 1, 2014 - Present

SAXONY SECURITIES, INC.

Office #1: 275 N. Lindbergh Suite 20, St. Louis, MO 63141

CRD#: 115547

St. Louis, MO

Past

October 24, 2013 - December 2, 2014

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ST. LOUIS, MO

Past

July 8, 2013 - October 28, 2013

LABRUNERIE FINANCIAL SERVICES, INC.

CRD#: 37627

COLUMBIA, MO

Past

January 30, 2009 - June 10, 2013

SMITH, MOORE & CO.

RIA

CRD#: 3441

CLAYTON, MO

Past

January 30, 2009 - June 10, 2013

SMITH, MOORE & CO.

CRD#: 3441

CLAYTON, MO

Past

September 1, 2005 - February 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLAYTON, MO

Past

August 12, 2005 - February 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLAYTON, MO

Past

June 1, 1999 - August 29, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ST. LOUIS, MO

Past

March 4, 1999 - August 29, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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".

KRILOGY

CRD#: 149046 / SEC#: 801-69838

RIA

Registered Investment Advisory firm - (1/12/2009 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(5/29/2024)

Delaware
(12/1/2014)

Illinois
(12/1/2014)

IAR

Missouri
(6/10/2013)

Missouri
(12/1/2014)

IAR

Texas
(3/14/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/24/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/8/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/3/1999

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KRILOGY

CRD#: 149046 / SEC#: 801-69838

RIA

Registered Investment Advisory firm - (1/12/2009 Approved)

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Contact information

Main Address

275 N. Lindbergh Ste. 20, St. Louis, MO 63141

Mailing Address

Phone number

(314) 884-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/31/2025)

KRILOGY FINANCIAL, LLC CLIENT BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	10,780
AUM (Assets Under Management)	$ 4,954,332,013

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/13/2025	Cover Page	Report
02/27/2025	Cover Page	Report
10/12/2023	Cover Page	Report
01/03/2023	Cover Page	Report

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.

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William J. Pohrer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William John Pohrer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAXONY SECURITIES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

LABRUNERIE FINANCIAL SERVICES, INC.

SMITH, MOORE & CO.

SMITH, MOORE & CO.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

KRILOGY

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/1999

Series 63

Date: 3/8/1999

SIE

Date: 10/1/2018

Series 7

Date: 3/3/1999

FINRA

Current Firm

KRILOGY

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KRILOGY

TRUST BUT VERIFY

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