Keith P. Weldon

F/M INVESTMENTS LLC

ST. LOUIS, MO 63105

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CRD#: 4955024

Professional summary

Keith Philip Weldon, CFA is a registered financial advisor currently at F/M INVESTMENTS LLC located in St. Louis, Missouri.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Keith has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?

Yes

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.

RYM ENTERPRISES, LLC DBA THE PORCH--THE BUSINESS IS NOT INVESTMENT-RELATED--LOCATED AT 1700 S. 9TH STREET, ST. LOUIS, MO--THIS IS A RETAIL SHOP--50% OWNER (WIFE OWNS THE OTHER 50%)--OPENED JUNE, 2004--INVOLVEMENT IS MINIMAL, ASSISTING WIFE AS REQUESTED--DEVOTE NO HOURS DURING SECURITY TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Philip Weldon'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®

CFA

Chartered Financial Analyst

Experience

Current

April 2, 2024 - Present

F/M INVESTMENTS LLC

Office #1: 8235 Forsyth Boulevard Suite 725, St. Louis, MO 63105

RIA

CRD#: 304405

ST. LOUIS, MO

Past

June 12, 2020 - May 15, 2024

ZCM

RIA

CRD#: 309195

ST. LOUIS, MO

Past

December 5, 2014 - June 1, 2020

ZIEGLER CAPITAL MANAGEMENT, LLC

RIA

CRD#: 135622

ST LOUIS, MO

Past

May 10, 2005 - November 25, 2014

MISSOURI VALLEY PARTNERS, INC.

RIA

CRD#: 108497

ST. LOUIS, MO

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".

F/M INVESTMENTS LLC

F/M INVESTMENTS LLC | OAKHURST CAPITAL ADVISORS LLC | NORTH SLOPE CAPITAL LLC | INTEGRATED ALPHA INVESTMENTS LLC | GENOA ASSET MANAGEMENT LLC

CRD#: 304405 / SEC#: 801-116853

RIA

Registered Investment Advisory firm - (6/28/2019 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.

Highlighted states indicate IAR registrations

IAR

Missouri
(4/2/2024)

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

Current Firm

F/M INVESTMENTS LLC

F/M INVESTMENTS LLC | OAKHURST CAPITAL ADVISORS LLC | NORTH SLOPE CAPITAL LLC | INTEGRATED ALPHA INVESTMENTS LLC | GENOA ASSET MANAGEMENT LLC

CRD#: 304405 / SEC#: 801-116853

RIA

Registered Investment Advisory firm - (6/28/2019 Approved)

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Contact information

Main Address

3050 K. St Nw Suite 201, Washington, DC 20007

Mailing Address

Phone number

(202) 839-4910

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FMI FORM ADV PART 2A 03.31.2025 (4/1/2025)

Regulatory assets under management

Total Number of Accounts	4,480
AUM (Assets Under Management)	$ 16,899,434,237

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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Keith P. Weldon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Philip Weldon's CRS (Customer Relationship Summary).

Certified licenses

Experience

F/M INVESTMENTS LLC

ZCM

ZIEGLER CAPITAL MANAGEMENT, LLC

MISSOURI VALLEY PARTNERS, INC.

Primary Firm SEC Registration

F/M INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Current Firm

F/M INVESTMENTS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

F/M INVESTMENTS LLC

TRUST BUT VERIFY

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