Timothy D. Hunt

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT

Chesterfield, MO 63017

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CRD#: 714168

Professional summary

Timothy David Hunt, CFP®, who also goes by Tim Hunt, Timmy Hunt, is a registered financial advisor currently at ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC located in Chesterfield, Missouri and ST. LOUIS FINANCIAL PLANNERS INC. located in Chesterfield, Missouri.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Timothy has worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Hunt | Timmy Hunt

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.

ST LOUIS FINANCIAL PLANNERS INC/25% OWNER/25% TIME SPENT/OCCASIONALLY REQUESTED TO NOTARIZE DOCUMENTS FOR CLIENTS RELATED TO THEIR INVESTMENTS/ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT LLC/33.3% OWNER/75% TIME SPENT/HELPS CLIENTS RE-REGISTER INVESTMENTS INTO LIVING TRUST PREPARED BY ATTORNEY.JCH ADVISORY RECEIVES REFERRAL FEE FOR ASSETS UNDER MGMT. CLIENTS SIGN NOTICE OF ADVISORY SERVICE. COPIES GIVEN TO CLIENT, JCH & KEPT IN CLIENT FILE. CHARGE FEE FOR INVESTMENT ADVICE & ASSET MGMT. RYDEX FINANCIAL SVCS & AMERICAN SKANDIA. FULLY DISCLOSED IN ADV PART II/SELLS LONG TERM CARE AND TERM INSURANCE THROUGH THE BLAIR AGENCY. SELLS OTHER CARRIERS THROUGH BROKERAGE UNLIMITED/2% TIME SPENT/REP SELLS MONEY MARKET ACCOUNTS & CDS THROUGH EVERBANK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy David Hunt'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

October 3, 1988 - Present

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

Office #1: 16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017

RIA

CRD#: 106999

Chesterfield, MO

Current

June 18, 1996 - Present

ST. LOUIS FINANCIAL PLANNERS INC.

Office #1: 16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017

RIA

CRD#: 105511

Chesterfield, MO

Past

January 4, 2010 - August 28, 2013

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

CHESTERFIELD, MO

Past

September 13, 2002 - December 31, 2009

GIRARD SECURITIES, INC.

CRD#: 18697

CHESTERFIELD, MO

Past

August 8, 1988 - September 18, 2002

SPELMAN & CO., INC.

CRD#: 10232

PHOENIX, AZ

Past

August 20, 1980 - August 15, 1988

FIRST AFFILIATED SECURITIES, INC.

CRD#: 6871

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".

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

CRD#: 106999 / SEC#: 801-112870

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

Illinois

Registered Investment Advisory firm - (4/20/2018 Terminated)

Missouri

Registered Investment Advisory firm - (4/25/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/25/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/18/1996)

IAR

Texas
(11/21/2006)

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

State Security Law Exam

IAR

Series 65

Date: 6/26/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 2/22/1995

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/16/1980

General Securities Representative Examination

Current Firm

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

CRD#: 106999 / SEC#: 801-112870

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

Illinois

Registered Investment Advisory firm - (4/20/2018 Terminated)

Missouri

Registered Investment Advisory firm - (4/25/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/25/2018 Terminated)

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Contact information

Main Address

16091 Swingley Ridge Rd. Suite 345, Chesterfield, MO 63017

Mailing Address

Phone number

(636) 532-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - 1-9-2025 (1/16/2025)

Regulatory assets under management

Total Number of Accounts	1,059
AUM (Assets Under Management)	$ 188,487,676

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.

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Timothy D. Hunt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy David Hunt's CRS (Customer Relationship Summary).

Certified licenses

Experience

ST. LOUIS FINANCIAL PLANNERS INC.

CEROS FINANCIAL SERVICES, INC.

GIRARD SECURITIES, INC.

SPELMAN & CO., INC.

FIRST AFFILIATED SECURITIES, INC.

Primary Firm SEC Registration

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/1996

Series 63

Date: 9/12/1980

Series 31

Date: 2/22/1995

Series 7

Date: 8/16/1980

Current Firm

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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