Arlington Securities, Inc. logo

Arlington Securities, Inc.

Updated today

Client AUM

$116,882,500

Clients

320

Advisors

5

across 4 offices

About

Arlington Securities provides financial planning and ongoing investment supervisory services to individuals, trusts, estates and business clients, delivering most services through a wrap fee program that combines planning and portfolio management. The firm reports approximately $116.9 million in assets under management and serves a mix of retail and high-net-worth clients.

The firm offers multiple investment methods — including traditional asset allocation using mutual funds, ETFs, stocks and fixed income; rules‑based models; third‑party asset managers; and a market‑timing approach that attempts to time buys and sells based on an advisor’s judgment. Clients may grant either discretionary or non‑discretionary trading authority, and the brochure notes situations where clients retain decision rights before trades are executed.

Arlington is dually registered as both an investment adviser and a broker‑dealer, and its representatives may act in both capacities, receiving commission‑based or insurance compensation for certain product sales — a potential conflict the brochure discloses. The firm also disclosed a recent FINRA disciplinary matter involving variable annuity transactions, including a temporary suspension, monetary sanctions and restitution to affected customers.

Client services

Financial planning Portfolio management Selection of other advisers Market timing Wrap fee accounts

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Fee options

Percentage

Monthly billing of one-twelfth of the agreed upon annual advisory fee percentage, based on month-end account value; fees are negotiable but no specific flat percentage stated

Commissions

Commission-based compensation possible through broker-dealer registered representatives for sale of investment products, but no asset-based sales charges or service fees from mutual funds or other investment products in advisory accounts

Main office

See office

St. Louis MO

Advisors at this office

1

Most active in

Missouri

Also doing business as

Arlington Financial · Arlington Securities · Arlington Securities, Inc · Arlington Securities, Inc. · Arlington Securities, Incorporated · Fort Dearborn Investment Corp.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert H

Series 63, Series 65

St. Louis, MO

Arlington Securities, Inc.

Robert Hillard is a financial advisor with Arlington Securities, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Arlington Securities since 1990 and also operates a tax preparation and accounting service as a CPA. Arlington Securities provides financial planning and investment supervisory services to individuals, trusts, estates, and business clients, using various investment approaches including traditional asset allocation, rules-based models, and third-party asset managers. The firm manages approximately $116.9 million in assets and serves both retail and high-net-worth clients.

user avatar

Scott W

Series 63, Series 65

Bridgeton, MO

Arlington Securities, Inc.

Scott Watts is a financial advisor with Arlington Securities, Inc. He holds Series 63 and Series 65 designations and has 29 years of industry experience. Watts has been self-employed as an independent agent since 1996 and is also an insurance agent and provides tax services through Watts Financial Group, Inc. Arlington Securities offers financial planning and investment supervisory services to individuals, trusts, estates, and business clients, primarily through a wrap fee program that integrates planning and portfolio management. The firm manages approximately $116.9 million in assets and employs a variety of investment strategies, serving both retail and high-net-worth clients.

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Christopher J

Series 63, Series 66

Saint Louis, MO

Arlington Securities, Inc.

Christopher Jones is a financial advisor with Arlington Securities, Inc. in Saint Louis, Missouri, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His prior roles include positions at Center Street Advisors, Arete Wealth Management, and 1st Global Advisors. Outside of advising, he consults with business owners on business performance through an HR outsourcing firm, Insperity, and is involved in fixed insurance sales. Arlington Securities provides financial planning and investment supervisory services to individuals, trusts, estates, and business clients, managing approximately $116.9 million in assets. The firm employs multiple investment methods, including traditional asset allocation, rules-based models, third-party managers, and a market-timing approach.

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Timothy W

Series 63, Series 66

St. Louis, MO

Arlington Securities, Inc.

Timothy Wingenbach is a financial advisor with Arlington Securities, Inc. in St. Louis, MO. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including five years at Edward Jones prior to joining Arlington Securities in 2019. Arlington Securities provides financial planning and investment supervisory services to individuals, trusts, estates, and business clients, managing approximately $116.9 million in assets. The firm employs multiple investment methods, including traditional asset allocation, rules-based models, third-party managers, and market-timing strategies, serving a mix of retail and high-net-worth clients.

user avatar

Ronald C

Series 63, Series 65

St. Louis, MO

Arlington Securities, Inc.

Ronald Candrl is a financial advisor with Arlington Securities, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been associated with Candrl and Company since 1984. Arlington Securities provides financial planning and ongoing investment supervisory services to individuals, trusts, estates, and business clients, utilizing a variety of investment methods including traditional asset allocation, rules-based models, third-party managers, and market-timing approaches. The firm serves both retail and high-net-worth clients through a wrap fee program that combines planning and portfolio management.

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