Chesterfield, MO North Outer Forty Office

Team
Updated today

Client AUM

$2,478,493,875

Clients

1,037

Advisors

8

Of 37 advisors across 2 offices

Location

14755 North Outer Forty, Suite 100

Chesterfield MO 63017

Advisors at this office

8

Advisors at this office

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Michael L

Series 65

Chesterfield, MO

Acropolis Investment Management

Michael Lissner is a financial advisor at Acropolis Investment Management, L.L.C. with 23 years of industry experience. He holds a Series 65 designation and has been with Acropolis since 2002. 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, combining equities, bonds, mutual funds, and ETFs with quantitative and fundamental analysis.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Minjung S

CFA®, Series 65

Chesterfield, MO

Acropolis Investment Management

Minjung Son is a CFA® charterholder with 21 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2004. She holds a Series 65 license and is based in Chesterfield, MO. Acropolis Investment Management, LLC is a fee-only wealth management firm that offers discretionary portfolio management and advisory services to individuals, 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, blending equities, bonds, mutual funds, and ETFs with a U.S. home bias.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Dannelle W

CFP®, Series 63, Series 65

Chesterfield, MO

Acropolis Investment Management

Dannelle Ward is a CFP® with 24 years of experience at Acropolis Investment Management, LLC in Chesterfield, MO, where she has worked since 2002. She holds Series 63 and Series 65 licenses and specializes in financial planning and portfolio management. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutions, and retirement plans. The firm employs an asset-allocation framework driven by long-term data and combines quantitative and fundamental metrics to construct diversified and tax-efficient portfolios.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Stacie B

Series 63, Series 65

Chesterfield, MO

Acropolis Investment Management

Stacie Brost is a financial advisor at Acropolis Investment Management, L.L.C. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with First Brokerage America, L.L.C. since 1998. 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, utilizing a combination of equities, bonds, mutual funds, and ETFs.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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David O

Series 63, Series 65

Chesterfield, MO

Acropolis Investment Management

David Ott is a financial advisor with Acropolis Investment Management, LLC, where he has worked for 24 years. He holds the Series 63 and Series 65 licenses. 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 to construct diversified portfolios emphasizing tax efficiency and low turnover, with a notable focus on retirement solutions for union workplaces and significant management of company-sponsored plans.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Ryan C

CFA®, Series 63, Series 65

Chesterfield, MO

Acropolis Investment Management

Ryan Craft is a CFA® charterholder with 21 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2004. He holds Series 63 and Series 65 licenses and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm providing 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 individual equities, bonds, mutual funds, and ETFs with advanced risk/return modeling and security-level analysis.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Christopher L

Series 63, Series 65

Chesterfield, MO

Acropolis Investment Management

Christopher Lissner is a financial advisor at Acropolis Investment Management, L.L.C. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Acropolis since 2002. 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, combining individual securities, mutual funds, and ETFs with rigorous risk/return modeling and security-level analysis.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
user avatar

Robert S

Series 65

Chesterfield, MO

Acropolis Investment Management

Robert Schramm is a financial advisor with Acropolis Investment Management, L.L.C., holding a Series 65 credential and over 20 years of industry experience. He has been with Acropolis since 2004. 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 a blend of equities, bonds, mutual funds, and ETFs, with an emphasis on U.S. markets.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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