PG
Paul M. Gantner
YOUR WEALTH MATTERS LLC
St. Louis, MO 63127
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CRD#: 6618006
PG
Professional summary
Paul Michael Gantner is a registered financial advisor currently at YOUR WEALTH MATTERS LLC located in St. Louis, Missouri.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Paul has worked at 1 firm and has passed the Series 65 exam.
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.
Estate Planning, Elder Law, and Probate Attorney
CRS (Client Relationship Summary) - RIA
Click below to view Paul Michael Gantner's 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®
NoneExperience
Current
February 24, 2016 - Present
YOUR WEALTH MATTERS LLC
Office #1: 10733 Sunset Office Drive Suite 425, St. Louis, MO 63127RIA
CRD#: 281134
St. Louis, MO
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(2/24/2016)
Current Firm
YW
YOUR WEALTH MATTERS LLC
YOUR WEALTH MATTERS LLC | YOUR WEALTH MATTERS, L.L.C.
CRD#: 281134 / SEC#:
Missouri
Registered Investment Advisory firm - (11/24/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10733 Sunset Office Drive Suite 425, St. Louis, MO 63127
Mailing Address
Phone number
(314) 966-8077
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 273 |
| AUM (Assets Under Management) | $ 62,878,487 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
