Allison T. Wimer
Professional summary
Allison Taylor Wimer, who also goes by Allison Taylor Ingrim, Allison Ingrim, is a registered financial advisor currently at KRILOGY located in St. Louis, Missouri.
Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Allison has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Allison Taylor Wimer's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2026 - Present
KRILOGY
Office #1: 275 N. Lindbergh Ste. 20, St. Louis, MO 63141January 13, 2022 - July 1, 2025
CLAYTON FINANCIAL GROUP, LLC
September 12, 2018 - September 27, 2018
EQUITABLE ADVISORS, LLC
July 26, 2018 - September 27, 2018
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
KRILOGY
CRD#: 149046 / SEC#: 801-69838
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2026)
Exams
Current Firm
KRILOGY
CRD#: 149046 / SEC#: 801-69838
Contact information
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,780 |
| AUM (Assets Under Management) | $ 4,954,332,013 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/13/2025 | ||
| 02/27/2025 | ||
| 10/12/2023 | ||
| 01/03/2023 |
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.
