Saint Louis, MO logo

Saint Louis, MO Office

Team
Updated today
25 Financial logo

25 Financial

Team

Firm-wide stats for 25 Financial

Total advisors

9

Across 3 offices

Clients per advisor

56 Typical

Avg AUM per client

$1,078,218 Typical

HNW client ratio

50% High

About

25, LLC provides discretionary asset management and ongoing financial planning to individual and high‑net‑worth clients. The firm also offers estate‑planning coordination through the Vanilla third‑party platform, assists with retitling accounts to align with estate plans, and performs due diligence services for third‑party companies.

Investment programs are tailored to client goals and risk tolerances and use a mix of fundamental, technical, charting, and cyclical analysis with periodic portfolio reviews and tax‑aware monitoring. The firm discloses that it may receive performance‑based compensation in certain instances through a share of managers’ carried interest for alternative investments, with those arrangements structured outside of client accounts.

A notable feature is that some investment advisor representatives maintain outside roles as registered representatives of GreatPointCapital, LLC and as licensed insurance agents, which can result in separate commission‑based compensation and potential conflicts of interest the firm discloses. The brochure also notes the firm accepts limited custody for fee billing and, in some cases, client login credentials for held‑away retirement accounts (requiring an annual independent surprise audit), and that it may receive reimbursements from sponsors for due diligence and marketing activities.

Based on 25 Financial

Expertise

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)

Based on 25 Financial

Location

135 West Adams Avenue

Saint Louis MO 63122

Advisors at this office

7

Advisors at this office

user avatar

Sarah W

Series 63, Series 66

Saint Louis, MO

25 Financial

Sarah Wilson is a financial advisor at 25 Financial in Saint Louis, MO, with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. 25 Financial is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm develops customized investment programs based on client goals, time horizon, and risk tolerance, employing various analytical methods and managing accounts on a discretionary basis.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
user avatar

Stephan M

Series 66

Saint Louis, MO

25 Financial

Stephan Mc Kee is a financial advisor at 25 Financial in Saint Louis, MO, with six years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Great Point Capital, LLC and Arete Wealth Advisors. Outside of advising, he is also licensed as an insurance agent and engages in insurance sales. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis to tailor portfolios according to client goals and risk tolerances.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
user avatar

Jonathan L

Series 63, Series 66

Saint Louis, MO

25 Financial

Jonathan Lester is a financial advisor with 10 years of industry experience, currently working at 25 Financial. He holds Series 63 and Series 66 credentials and has previously worked at firms including Edward Jones and Great Point Capital. Outside of financial advising, he serves as an account manager for Watchmen Solutions, a company providing video and physical security services. 25 Financial offers discretionary asset management and financial planning services to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental, technical, charting, and cyclical analysis, with estate-planning coordination and periodic portfolio reviews tailored to client goals and risk tolerances.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
user avatar

Randall L

Series 66

Saint Louis, MO

25 Financial

Randall Larson is a CFP® with 15 years of experience and is affiliated with 25 Financial in Saint Louis, MO. His prior work includes roles at Arete Wealth Management and the founding of Larson Financial Group. Outside of financial advising, he is involved in film production and editing through Martureo, Inc., a nonprofit operating foundation, and serves as a board member of The Office Social Club, a members-only nonprofit social organization. 25, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm creates personalized investment programs using various analytical methods and manages accounts on a discretionary basis with regular reviews.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
user avatar

Timothy M

Series 63, Series 65

Saint Louis, MO

25 Financial

Timothy Moore is a financial advisor at 25 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Great Point Capital, LLC and Arete Wealth Advisors LLC. Outside of his advisory role, he oversees finances and administrative functions for Faith Community Church. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, charting, and cyclical analysis tailored to client goals and risk tolerances. The firm also offers estate-planning coordination and due diligence services for third-party companies.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
user avatar

Brian S

Series 63, Series 66

Saint Louis, MO

25 Financial

Brian Sanguinet is a financial advisor with 15 years of industry experience, currently with 25 Financial in Saint Louis, MO. He holds the Series 63 and Series 66 designations and has previously worked at Arete Wealth Management LLC, Larson Financial Group, and other firms. Outside of his advisory work, he is the owner of Salon Artiste, a hair salon. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm integrates fundamental, technical, charting, and cyclical analysis in tailored investment programs and offers estate-planning coordination and due diligence services.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
user avatar

Jeffrey L

Series 66

Saint Louis, MO

25 Financial

Jeffrey Larson is a financial advisor at 25 Financial in Saint Louis, MO, with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Arete Wealth Management LLC and Larson Financial Group, LLC. Outside of his advisory role, he is an owner of The Office Club, LLC, which rents office space for social events, and serves on the board of The Office Social Club, LLC, a members-only non-profit social organization. 25 Financial provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients. The firm tailors investment programs based on client goals and risk tolerances using a combination of fundamental, technical, charting, and cyclical analysis.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
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