Anderson Hoagland & Co

Laurance Hoagland III is a CFA® charterholder with 30 years of industry experience, currently serving at Anderson Hoagland & Co since 1992. He holds a Series 65 license and is based in St. Louis, MO. Anderson Hoagland & Co is a team of seven advisors providing discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm manages equity and fixed-income portfolios, advises retirement investors and sponsors, and offers non-discretionary consulting on private, non-public investments.

David Anderson is a CFA® charterholder with 30 years of industry experience. He has been with Anderson Hoagland & Co. since 1980. The firm provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. Anderson Hoagland manages equity and fixed-income portfolios, advises retirement investors and sponsors, and offers consulting on private, non-public investments, with about $1.43 billion in assets under management as of December 31, 2025. The firm’s investment approach emphasizes fundamental equity selection and portfolio construction guided by economic and interest-rate outlooks.

Andrew Shenberg is a financial advisor at Anderson Hoagland & Co with 22 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior work includes roles at Saxony Securities and Krilogy Financial. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm’s investment approach includes fundamental equity selection focused on businesses that earn cash returns above their cost of capital, as well as fixed-income strategies guided by economic and interest-rate outlooks.

Jeremy Phillips is a financial advisor at Anderson Hoagland & Co with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Colorado Wealth Group, LLC, MML Investors Services, Mass Mutual Life Insurance Company, and Stifel Nicolaus. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes fundamental equity selection and investment-grade fixed income, managing accounts primarily on a fully discretionary basis while coordinating with clients’ other advisers on tax and estate matters.

Cheryl Obrien is a financial advisor at Anderson Hoagland & Co with 11 years of industry experience. She has held positions at Anderson Hoagland since 2018 and previously worked at PNC Investments from 2014 to 2018. Obrien holds the Series 66 designation and is based in St. Louis, MO. Anderson Hoagland & Co provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs fundamental equity selection and fixed-income strategies, managing accounts primarily on a discretionary basis and offering consulting on private, non-public investments.

John Kang is a financial advisor at Anderson Hoagland & Co with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Anderson Hoagland since 2008. Anderson Hoagland provides discretionary investment management and financial consulting to individuals, high-net-worth clients, corporations, partnerships, pension and profit-sharing plans, trusts, and charitable organizations. The firm implements investment policies through fundamental equity selection and fixed-income strategies, managing accounts primarily on a discretionary basis while offering advisory support on private, non-public investments.

Craig Hoagland is a CFA® charterholder and registered investment adviser with 28 years of industry experience. He has been with Anderson Hoagland & Co since 1996. Outside of his advisory role, Mr. Hoagland serves on the board of directors of Western Construction Group, a privately owned construction company in St. Louis. Anderson Hoagland & Co provides discretionary investment management and financial consulting for individuals, high-net-worth clients, corporations, pension plans, trusts, and charitable organizations. The firm focuses on fundamental equity selection and fixed-income management, maintaining portfolios typically composed of 20–30 stocks held for one to three years, and it also offers consulting on private investments.