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Stephen Joseph Eifler

Stephen Joseph Eifler

CFP®
KRILOGY
ST. LOUIS, MO
·CRD# 5096412·20 years experience

Professional Summary

Stephen Joseph Eifler, CFP®, who also goes by Stephen Eifler, Steve Eifler, is a registered financial advisor currently at KRILOGY located in St. Louis, Missouri and SAXONY SECURITIES, INC. located in St. Louis, Missouri. Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Stephen has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Stephen Eifler, Steve Eifler

Blog Corner

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Videos & Posts

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Contact Information

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

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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.

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Credentials

CFP®
Certified Financial PlannerSince 2008

Years of Experience

20 years in the financial services industry

Current & Past Employments

KRILOGY·CRD# 149046
RIA
275 N. Lindbergh Ste. 20, St. Louis, MO 63141
February 9, 2025 - Present
SAXONY SECURITIES, INC.·CRD# 115547
BD
275 N. Lindbergh Suite 20, St. Louis, MO 63141
February 12, 2025 - Present
OSAIC WEALTH, INC.·CRD# 23131
BD
Chesterfield, MO
June 14, 2024 - February 8, 2025
SYNTEGRA PRIVATE WEALTH GROUP LLC·CRD# 323180
RIA
Chesterfield, MO
November 7, 2022 - January 31, 2025
ARBOR POINT ADVISORS·CRD# 165127
RIA
Chesterfield, MO
October 18, 2019 - December 31, 2022
SECURITIES AMERICA, INC.·CRD# 10205
BD
Chesterfield, MO
October 18, 2019 - June 14, 2024
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Chesterfield, MO
July 12, 2010 - October 21, 2019
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Chesterfield, MO
December 1, 2009 - October 21, 2019
AXCELUS FINANCIAL DISTRIBUTION COMPANY·CRD# 38383
BD
Chesterfield, MO
February 4, 2009 - October 19, 2009
VP DISTRIBUTORS, LLC·CRD# 3036
BD
Chesterfield, MO
May 9, 2006 - February 4, 2009

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Current Firm

KR
KRILOGY

GSG ADVISORS LLC | NAME 605 | KRILOGY TEXAS | KRILOGY FINANCIAL LLC | KRILOGY ADVISORS LLC | KRILOGY | KPS | K PLANS | GSTLG ADVISORS LLC

CRD#: 149046 / SEC#: 801-69838
RIA
Registered Investment Advisory firm - SEC (1/12/2009 Approved)

Contact Information

Main Address

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

Phone Number

(314) 884-2800

# of Employees

103

SEC notice filing (38 States and Territories)

Registered to provide investment advisory services in 38 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

11,114

AUM (Assets Under Management)

$5,195,636,468

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/11/2026Cover PageReport
11/13/2025Cover PageReport
02/27/2025Cover PageReport
10/12/2023Cover PageReport

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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) Saxony Securities, Inc; investment related; 275 N Lindbergh Blvd Suit 20, St. Louis, MO 63141; 2/3/2025; 5-10 hours; 5-10 hours; independent contractor providing variable annuity based brokerage services 2) Krilogy Financial, LLC, DBA for Investment Related Activity 3) Krilogy Financial, LLC; IR; 275 N. Lindbergh, Suite 20, St. Louis, MO 63141; Investment Advisory Business; Financial Advisor; 160 hrs/mo; Conduct advisory business through RIA. 4) Independent Insurance Agent; Various Insurance Companies; 275 N. Lindbergh, Suite 20, St. Louis, MO 63141; Not investment-related; Selling Life Insurance; 1% of Total Compensation; 1 hour per month, 1 hour during trading.

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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".
KR
KRILOGY

GSG ADVISORS LLC | NAME 605 | KRILOGY TEXAS | KRILOGY FINANCIAL LLC | KRILOGY ADVISORS LLC | KRILOGY | KPS | K PLANS | GSTLG ADVISORS LLC

CRD#: 149046 / SEC#: 801-69838
RIA
Registered Investment Advisory firm - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Missouri
(2/9/2025)
RR
Missouri
(2/25/2025)
IAR
Texas
(2/9/2025)

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

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

Series 66 — Uniform Combined State Law Examination

Passed Dec 2009About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2006About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Stephen Joseph Eifler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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