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Michael Shelby Barbercheck

KRILOGY
ST. LOUIS, MO
·CRD# 6799934·8 years experience

Professional Summary

Michael Shelby Barbercheck is a registered financial advisor currently at KRILOGY located in St. Louis, Missouri. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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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Years of Experience

8 years in the financial services industry

Current & Past Employments

KRILOGY·CRD# 149046
RIA
275 N. Lindbergh Ste. 20, St. Louis, MO 63141
April 11, 2018 - Present

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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.

Life and Health Insurance Agent, non-investment related, 275 N. Lindbergh, Suite 20, St. Louis, MO 63141, Life and Health Insurance Sales, Insurance Agent, 3/15/2018, estimated 20-40 hrs, estimated 10-20 hrs during trading, Sales of Life and Health Insurance.

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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.
IAR
Missouri
(4/11/2018)

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.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2018About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Shelby Barbercheck's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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