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DF

Devon V. Flushing

APERTURE FINANCIAL
Wildwood, MO 63038
Some features on this profile are disabled
CRD#: 6134963
DF

Professional summary

Devon Vincent Flushing, who also goes by Devon Flushing, is a registered financial advisor currently at APERTURE FINANCIAL located in Wildwood, Missouri and KRILOGY located in St. Louis, Missouri.

Devon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Devon has worked at 6 firms and has passed the Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Devon Flushing

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 Devon Vincent Flushing'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®
None

Experience

Current

March 26, 2024 - Present

APERTURE FINANCIAL

Office #1: 1339 Shepard Rd, Wildwood, MO 63038
RIA
CRD#: 329481
Wildwood, MO
Current

April 6, 2026 - Present

KRILOGY

Office #1: 275 N. Lindbergh Ste. 20, St. Louis, MO 63141
RIA
CRD#: 149046
St. Louis, MO
Past

March 26, 2021 - December 31, 2021

APERTURE FINANCIAL

RIA
CRD#: 308771
CLAYTON, MO
Past

November 25, 2019 - February 4, 2020

GUIDE MY FINANCES

RIA
CRD#: 289013
CARLSBAD, CA
Past

January 22, 2015 - June 9, 2015

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
IRVINE, CA
Past

November 18, 2013 - November 11, 2014

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SEAL BEACH, CA
Past

August 6, 2013 - August 16, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHESTERFIELD, 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".
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 - (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.

Highlighted states indicate IAR registrations

IAR
Missouri
(3/26/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/18/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/9/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/13/2013
General Securities Representative Examination

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 - (1/12/2009 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
82

SEC notice filing (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts10,780
AUM (Assets Under Management)$ 4,954,332,013

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

KRILOGY

CRD#: 149046Wildwood, MO 63038

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