Chesterfield, MO Office

Team
Updated today

Client AUM

$5,163,585,909

Clients

7,321

Advisors

4

Of 170 advisors across 104 offices

Location

14755 N. Outer 40 Road, Suite 514

Chesterfield MO 63017

Advisors at this office

4

Advisors at this office

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Shawn Z

CFP®, Series 66

Chesterfield, MO

Belpointe Asset Management LLC

Shawn Zell is a CFP® with four years of industry experience, currently serving at Belpointe Asset Management LLC and Fruition Financial. His prior work includes a five-year tenure with the Milwaukee Bucks. He is a finance committee member of the Mitrata Nepal Foundation for Children, a nonprofit focused on supporting underprivileged children in Nepal. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm utilizes customized portfolios and a variety of investment strategies, supported by a broad network of affiliated businesses and product sponsorships.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Cherry O

CFP®, Series 65

Chesterfield, MO

Belpointe Asset Management LLC

Cherry Ohms is a CFP® and Series 65 licensed advisor with one year of industry experience. She is currently with Belpointe Asset Management LLC and Fruition Financial, having previously worked at Correct Capital Wealth Management, Plancorp, and Hearth and Home Investment Company. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and acts as a sub- or co-advisor, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Eric H

CFP®, Series 66

Chesterfield, MO

Belpointe Asset Management LLC

Eric Horn is a CFP® with 10 years of industry experience and is currently associated with Belpointe Asset Management LLC. He has worked at Fruition Financial since 2013 and has been with Belpointe since 2023. Outside of his advisory role, Eric serves as treasurer for the St. Louis Men's Baseball League and is a manager/member of Goats Athletic Performance LLC, both nonprofit organizations. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios that combine internal management with third-party managers tailored to client objectives and risk tolerance.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Pamela Z

CFP®, Series 63, Series 66

Chesterfield, MO

Belpointe Asset Management LLC

Pamela Zell is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2024. She previously worked at Crown Capital Securities for 20 years. Zell is a member of the finance committee for the Mitrata Nepal Foundation for Children, a nonprofit supporting underprivileged children in Nepal. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and consulting services. The firm utilizes customized portfolios with a range of investment strategies and supports a variety of affiliated businesses and product sponsorships alongside its advisory services.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
View complete list of advisors at this office
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