Chesterfield, MO North Outer Forty Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,478,493,875
ClientsTotal clients
1,037
AdvisorsAdvisors at this office
29
Of 37 advisors across 2 offices
Location
14567 North Outer Forty Road, Suite 200
Chesterfield MO 63017
Advisors at this office
29
Advisors at this office
Marie T
CFP®, Series 65
Chesterfield, MO
Acropolis Investment Management
Marie Tustin is a CFP® and holds a Series 65 license with 12 years of industry experience. She has been with Acropolis Investment Management, L.L.C. since 2013, serving in various roles over that time. Acropolis Investment Management, L.L.C. is a fee-only wealth management firm offering discretionary portfolio management and advisory services to individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, using a combination of equities, bonds, mutual funds, and ETFs.
Jack C
Series 65
Chesterfield, MO
Acropolis Investment Management
Jack Carpenter is a financial advisor with Acropolis Investment Management, L.L.C., holding a Series 65 designation and one year of industry experience. His prior work includes roles at UMSL and J & R Construction. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.
Amy C
Series 65
Chesterfield, MO
Acropolis Investment Management
Amy Crews is a financial advisor at Acropolis Investment Management, L.L.C. with 12 years of industry experience. She holds a Series 65 designation and has been with Acropolis since 2013. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and uses a blend of equities, bonds, mutual funds, and ETFs with an emphasis on U.S. markets.
Alex U
Series 65
Chesterfield, MO
Acropolis Investment Management
Alex Umble is a financial advisor at Acropolis Investment Management, L.L.C. with one year of industry experience. He holds the Series 65 designation and has been with Acropolis since 2022. Prior to his current role, he was a student at Edinboro University from 2018 to 2021. Acropolis Investment Management is a fee-only wealth management firm that serves individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, using a mix of equities, bonds, mutual funds, and ETFs.
Kaley P
CFP®, Series 65
Chesterfield, MO
Acropolis Investment Management
Kaley Pogrelis is a CFP®-designated financial advisor with 10 years of industry experience, currently serving clients at Acropolis Investment Management, L.L.C. since 2014. She holds a Series 65 license and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm that offers discretionary portfolio management and advisory services to individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining quantitative modeling with security-level analysis.
Nathan W
CFP®, Series 65
Chesterfield, MO
Acropolis Investment Management
Nathan Ward is a CFP® and Series 65-licensed advisor at Acropolis Investment Management with three years of industry experience. He has been with Acropolis since 2020, following a decade as a student prior to entering the financial services field. Acropolis Investment Management is a fee-only firm serving individuals, institutional clients, and retirement plans with financial planning and portfolio management. The firm employs a data-driven asset allocation framework to build diversified, tax-efficient portfolios and maintains a focused retirement practice including company-sponsored plans and sub-advisory relationships.
Michele C
CFP®, Series 63, Series 65
Chesterfield, MO
Acropolis Investment Management
Michele Clark is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Acropolis Investment Management, LLC since 2019 and previously operated Clark Hourly Financial Planning, LLC for nine years. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining quantitative modeling with security-level analysis.
William M
CFP®, Series 63
Chesterfield, MO
Acropolis Investment Management
William Mckillip is a CFP® with 29 years of industry experience, currently serving as an advisor at Acropolis Investment Management, L.L.C. since 2018. He previously worked at MML Investors Services, Inc. for 21 years and has been affiliated with Massachusetts Mutual Life Insurance Company since 1994. Outside of his advisory role, he is a partner in McKillip Financial Services, which focuses on life, health, disability, and long-term care insurance. Acropolis Investment Management, LLC is a fee-only wealth management firm offering discretionary portfolio management and advisory services to individuals, institutional clients, and retirement plans. The firm employs a committee-driven investment process emphasizing strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs with a U.S. home bias.
Cliff R
CFP®, CFA®, Series 65
Chesterfield, MO
Acropolis Investment Management
Cliff Reynolds is a financial advisor at Acropolis Investment Management with 19 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials and has been with Acropolis since 2007. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework informed by long-term data and combines quantitative and fundamental analysis to construct diversified, tax-efficient portfolios, with a notable focus on retirement solutions for union workplaces.
Miranda H
CFP®, Series 65
Chesterfield, MO
Acropolis Investment Management
Miranda Hagar is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She has worked at Acropolis Investment Management since 2022 and has prior experience with United Health Group, Palm Health, Dale Carnegie Training, Blue Cross Blue Shield of Texas, Sumits Yoga, and the University of Missouri. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework guided by an Investment Committee to construct diversified, tax-efficient portfolios and offers specialized retirement services within the union workplace.
Jennifer L
CFP®, Series 66
Chesterfield, MO
Acropolis Investment Management
Jennifer Lissner is a CFP®-certified financial advisor at Acropolis Investment Management with 21 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years and has been self-employed since 2005. Outside of finance, she is a novelist and author based in St. Louis, with several published books including titles on military and organizational themes. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework based on long-term data and blends quantitative and fundamental analysis to construct diversified, tax-efficient portfolios.
Joseph K
Series 65
Chesterfield, MO
Acropolis Investment Management
Joseph Kelley is a Series 65-licensed financial advisor with Acropolis Investment Management, L.L.C., where he has worked since 2008. He has 17 years of industry experience and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.
Matthew A
Series 65
Chesterfield, MO
Acropolis Investment Management
Matthew Adrignola is a financial advisor at Acropolis Investment Management, L.L.C. He holds a Series 65 designation and has one year of industry experience. Prior to joining Acropolis, he worked at Edward Jones for five years and also has experience in staffing services and the restaurant industry. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, using a mix of equities, bonds, mutual funds, and ETFs.
Cynthia M
CFP®, Series 63
Chesterfield, MO
Acropolis Investment Management
Cynthia Mckillip is a CFP® with 22 years of experience in the financial industry. She has been with Acropolis Investment Management since 2014. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs a long-term, data-driven asset allocation strategy focused on diversified portfolios that emphasize tax efficiency and low turnover.
Jessica H
Series 65
Chesterfield, MO
Acropolis Investment Management
Jessica Hendricks is a financial advisor at Acropolis Investment Management, L.L.C. with three years of industry experience. She holds a Series 65 designation and previously worked at Commerce Bank for six years before joining Acropolis in 2021. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining individual equities, bonds, mutual funds, and ETFs with advanced risk/return modeling and security-level analysis.
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