Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
37 years
Location
Creve Coeur, MO 63141
RFG Advisory, LLC
Multi-team
Bruce Wiitala is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at RFG Advisory since 2017 and has prior experience with firms including Waddell & Reed Inc. Outside of his advisory role, he serves as Boys Athletic Director for the Celtic Athletic Ministry Board, overseeing policies and facilities for sports programs at St. Patrick School. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, trusts, retirement plans, and institutions. The firm employs a range of investment strategies, including actively managed and passive models, direct indexing, and tax-aware approaches, and provides services such as portfolio management, financial planning, and alternative investments.
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Flat fees charged for financial planning and consulting based on complexity and scope; will not exceed $50,000.
$0+: up to 2.35%, negotiated by Financial Advisor (flat, linear or tiered fee schedules possible) $0+: up to 0.50% RFG annual platform fee included in advisory fee $0+: Bluemonte sub-adviser fee of 0.15% per annum on Bluemonte Funds $0+: Third-party manager strategist fees vary from 0% to 1.0% $0+: Third-party platform fees included in RFG platform fee; SMArtX accounts under $10,000 incur additional $10/month platform fee
Some Financial Advisors are also registered representatives and/or licensed insurance agents earning commissions on sales of securities and insurance products.
Hourly charges may be applied for consulting but specific rates are not clearly stated.
Minimum fee: $12.50 non-refundable quarterly Account Service Fee deducted from Client accounts held at Fidelity and Schwab; no service fee on Pontera accounts. Fee-only: Financial planning and consulting fees are flat fees negotiated between Financial Advisor and Client, typically not exceeding $50,000; payable monthly, quarterly, semi-annually, one-time or split fees.
Creve Coeur, MO Three City Place Drive
Three City Place Drive, Suite 590
Creve Coeur MO 63141
Advisors at this office
8
Missouri
37 years of industry experience
Private Client Services
2018 - Present • 8 years
Birmingham, AL
RFG Advisory
2017 - Present • 9 years
Creve Coeur, MO
LPL Financial LLC
2017 - 2018 • 1 year
Creve Coeur, MO
Imactive Advisors
2017 - 2017 • 1 year
Noblesville, IN
Imactive Holdings
2017 - 2017 • 1 year
Noblesville, IN
Waddell & Reed Inc
2012 - 2017 • 5 years
Indianapolis, IN
Various Insurance Carriers For W & R Insurance Agencies
2012 - 2017 • 5 years
Noblesville, IN
Ameriprise
2009 - 2012 • 3 years
KY
Ameriprise Advisor Services, Inc.
2003 - 2009 • 6 years
KY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, CRPC®, EA
Kirkwood, MO
Mayfair Financial, LLC
Meet Joe Petry, Ph.D., CFP®, EA, CRPC®— Passionate hooper, hiker, and dog lover who founded Mayfair Financial. -Ph.D. in Economics and a Master's in Personal Financial Planning. -Extensive academic and professional background in teaching finance and economics at renowned institutions. -Certified Financial Planner™ and Chartered Retirement Planning Counselor®. -Has received awards for his volunteerism and leadership. -He believes in the power of random acts of kindness to make the world a better place. Fun Fact: Joe and his neighbors are now novice beekeepers.
Verified by Warmer
CFP®, Series 63
St. Louis, MO
Trinity Wealth Advisors LLC
Alan Smith is a CFP® with 39 years of industry experience, currently serving at Trinity Wealth Advisors LLC in St. Louis, MO. He has worked at Trinity Wealth Advisors since 1998 and owns Business Owner Strategies, Inc. Additionally, he is an independent representative for Growth Management Group / Stryde Savings, providing tax and cost-saving strategies for privately held companies. Trinity Wealth Advisors is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and businesses. The firm employs a values-based “Return on Life” planning approach and typically uses outside institutional managers and sub-advisors to implement client portfolios.
Verified by Warmer
Series 66, Series 7, JD
Chesterfield, MO
Ameriprise
Richard Espenschied is a financial advisor at Ameriprise with Series 66, Series 7, and APMA(R) designations. Before joining Ameriprise in 2025, he worked at Anheuser-Busch for nine years in economics and strategy. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
CFP®, Series 65
Saint Charles, MO
Fidelis Financial Planning, LLC
Jeffrey Laughlin is a CFP® with 17 years of industry experience and has been with Fidelis Financial Planning, LLC since 2011. He holds a Series 65 license and is based in Saint Charles, MO. Outside of his advisory role, he is the owner and managing member of a non-investment related real estate entity. Fidelis Financial Planning serves middle-income and high-net-worth individuals, as well as various institutional clients, offering integrated financial planning and discretionary portfolio management. The firm employs a structured investment approach grounded in academic research, focusing on broadly diversified, low-cost funds and ETFs.
Series 65, Series 66
Clayton, MO
Virtual Investment Planning LLC
Jahanguir Azodi is the principal of Virtual Investment Planning LLC and holds Series 65 and Series 66 licenses with 28 years of industry experience. He previously worked at Aspire Wealth Management, Berthel Fisher & Company Financial Services, and America's Financial Center, among others. Azodi also operates America's Financial Center, a wealth management and tax services firm, and is an author of a book related to accounting and tax services. Virtual Investment Planning LLC provides wealth management, discretionary portfolio management, financial planning, and retirement account advice to individuals, high-net-worth clients, and businesses. The firm manages approximately $23.7 million across about 102 clients, utilizing a long-term-focused investment process that combines fundamental and technical analysis, employing diversified mutual funds, ETFs, individual stocks and bonds, and insurance consulting through affiliated businesses.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long tenure at Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors is a single-advisor independent firm that provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and business entities, including pension and profit-sharing plans. The firm employs multiple analytical methods and a broad range of investment instruments, with a client mix that uniquely includes corporate and institutional-type accounts.
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