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Credentials
Series 63, Series 65
Experience Industry experience
22 years
Location
Webster Groves, MO 63119
Secure Asset Management, L.L.C.
Multi-team
Robert Langhorst is a financial advisor at Secure Asset Management, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Concorde Asset Management and Dempsey Lord Smith. Outside of advising, he is president of a consulting and services firm and holds a licensed insurance agent role. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients and offers pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and emphasizes equitable allocation while custody is maintained by external custodians.
Based on Secure Asset Management, L.L.C.
$0+: Up to 2.00% annually (negotiable, max 2%, or 0.50% quarterly) for SAM Investment Management Services $0+: 0.750% annually (0.1875% quarterly) for Third-Party Money Managers Trading Signals (portion paid to third-party managers up to 0.50%) $0 - $250,000: 0.90% annually (0.2250% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $250,001 - $500,000: 0.70% annually (0.1750% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $500,001 - $1,000,000: 0.40% annually (0.1000% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $1,000,001+: 0.27% annually (0.0675% quarterly) for ERISA Section 3(21) Plan Investment Advisory Services $0 - $1,000,000: 1.00% annually (0.2500% quarterly) for ERISA Section 3(38) Plan Investment Management Services $1,000,001 - $3,000,000: 0.75% annually (0.1875% quarterly) for ERISA Section 3(38) Plan Investment Management Services $3,000,001 - $5,000,000: 0.65% annually (0.1625% quarterly) for ERISA Section 3(38) Plan Investment Management Services $5,000,001+: 0.55% annually (0.1375% quarterly) for ERISA Section 3(38) Plan Investment Management Services
Fee-only: Fees are negotiable; no commissions charged by SAM; no performance-based fees.
Webster Groves, MO
8740 Big Bend Blvd.
Webster Groves MO 63119
Advisors at this office
1
Missouri
22 years of industry experience
Secure Asset Management, LLC
2022 - Present • 4 years
Webster Groves, MO
Secure Investors Group
2022 - Present • 4 years
Webster Groves, IL
Aurora Securities Inc
2022 - Present • 4 years
Webster Groves, MO
Concorde Asset Management, LLC
2021 - 2022 • 1 year
Livonia, MI
Concorde Investment Services, LLC
2021 - 2022 • 1 year
Livonia, MI
Dempsey Lord Smith, LLC
2019 - 2021 • 2 years
Rome, GA
Dempsey Lord Smith, LLC
2019 - 2021 • 2 years
Rome, GA
Claraphi Advisory Network
2019 - 2019 • 1 year
Laguna Hills, CA
Auto Classics
2011 - 2019 • 8 years
Carolina Beach, NC
UpgradeBoats.com
2011 - 2016 • 5 years
Carolina Beach, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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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