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TBG-Bedford Group LLC

Updated today

Client AUM

$757,715,028

Clients

960

Advisors

10

across 2 offices

About

TBG-Bedford Group provides financial planning, consulting, investment management and retirement plan consulting to a range of clients, including individuals, trusts, estates, charitable organizations, corporations and pension and profit-sharing plans. The brochure states the firm was recently formed, had no assets under management at filing, and expects to be eligible for SEC registration within 120 days of approval.

The firm describes a long-term, disciplined investment approach that emphasizes strategic asset allocation, risk management and customized portfolios aligned with each client’s objectives, implemented on either a discretionary or non-discretionary basis. It uses a mix of mutual funds, ETFs, individual securities, privately placed securities, private collective investment vehicles and third‑party Independent Managers, and monitors and rebalances portfolios periodically.

Notable features disclosed in the brochure include economic interests in affiliated private funds and the potential for related conflicts of interest (with procedures such as possible fee waivers to mitigate duplicative compensation), a principal who maintains a separate legal practice and may provide legal services for separate fees, and relationships where certain supervised persons act as registered representatives of a broker‑dealer or licensed insurance agents—each creating explicit conflicts the firm discloses and describes how it seeks to address.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning and consulting services ranging from $600 to $25,000 depending on scope and complexity.

Percentage

0.25% - 2.00% annually (range depending on portfolio size, composition, services, and advisor)

Commissions

Certain supervised persons provide securities brokerage and insurance services under separate commission-based arrangement.

Other

Minimum fee: Fixed fees for financial planning and consulting services range from $600 to $25,000, negotiable depending on scope and complexity. Fee-only: Fixed fees for stand-alone financial planning and consulting services ($600 to $25,000 range). Investment advisory fees based on AUM.

Main office

See office

10310 German Blvd

Saint Louis MO 63131

Advisors at this office

7

Most active in

Arizona · Arkansas · California · Colorado · Florida · Illinois · Kansas · Louisiana · Missouri · Nebraska · North Carolina · Oklahoma · Tennessee · Texas · Virginia

Also doing business as

Queequeg & Munger, LLC · Tbg Bedford Group LLC

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Ingrid M

Series 66

Saint Louis, MO

TBG-Bedford Group LLC

Ingrid Miller is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, holding a Series 66 designation with eight years of industry experience. Her career includes positions at Edward Jones and Ameriprise before joining her current firm. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and pension plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios implemented through various investment vehicles.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Darren P

Series 63, Series 65

Wichita, KS

TBG-Bedford Group LLC

Darren Pracht is a financial advisor at TBG-Bedford Group LLC in Wichita, KS, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. since 2011. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm follows a long-term, disciplined investment approach emphasizing strategic asset allocation, risk management, and customized portfolios.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Kyle M

Series 65, Series 63

Saint Louis, MO

TBG-Bedford Group LLC

Kyle Milfeld is a financial advisor at TBG-Bedford Group LLC with six years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Ameriprise Financial Services, LLC and Tinuum Services LLC. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios using a variety of investment vehicles.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

H Curtis I

Series 63, Series 65

Saint Louis, MO

TBG-Bedford Group LLC

H Curtis Ittner Jr. is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2013 to 2026. Outside of his advisory role, he serves on several nonprofit boards, including as President of Clay-Ro Emergency Relief, Inc., and Chairperson of the Productive Living Board. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios, using a mix of mutual funds, ETFs, individual securities, private vehicles, and third-party managers.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

David C

Series 63, Series 65

Saint Louis, MO

TBG-Bedford Group LLC

David Crow is a financial advisor with TBG-Bedford Group LLC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include ten years at Ameriprise Financial Services LLC. Outside of his advisory work, Crow owns DWC Consulting LLC, which provides consulting services in the quick lube industry, and serves on the board of Lifebridge. TBG-Bedford Group LLC offers financial planning, consulting, investment management, and retirement plan consulting to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment strategy focused on strategic asset allocation and risk management, utilizing a range of investment vehicles tailored to client objectives.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Joshua W

Series 63, Series 66

Saint Louis, MO

TBG-Bedford Group LLC

Joshua Wright is a financial advisor with TBG-Bedford Group LLC in Saint Louis, MO, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Ameriprise Financial Service, LLC for 11 years. Wright serves on the board of directors for FV Services, Inc. and is vice president and secretary of the Sainte Genevieve Oktoberfest organization. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm follows a long-term, disciplined investment approach emphasizing strategic asset allocation, risk management, and customized portfolios.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Carsen P

Series 66

Wichita, KS

TBG-Bedford Group LLC

Carsen Pracht is a financial advisor with TBG-Bedford Group LLC in Wichita, KS, holding a Series 66 designation and two years of industry experience. Prior to joining TBG-Bedford Group in 2026, he worked at Ameriprise Financial Services LLC from 2024 to 2026, and has held various roles in educational institutions between 2014 and 2024. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm follows a long-term, disciplined investment approach emphasizing strategic asset allocation, risk management, and customized portfolios using a mix of mutual funds, ETFs, individual securities, private placements, and third-party managers.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Eric C

Series 66

Saint Louis, MO

TBG-Bedford Group LLC

Eric Cunningham is a financial advisor at TBG-Bedford Group LLC in Saint Louis, MO, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Edward Jones for 12 years and Ameriprise Financial Services, LLC for 2 years. He has been with TBG-Bedford Group LLC since 2026. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios, using a variety of investment vehicles and regular portfolio monitoring.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

John W

Series 63, Series 66

Wichita, KS

TBG-Bedford Group LLC

John Willson is a financial advisor with TBG-Bedford Group LLC based in Wichita, KS, holding Series 63 and Series 66 designations and over 35 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 2009 to 2026. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios using a mix of mutual funds, ETFs, individual securities, and third-party managers.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Julio M

Series 66

Saint Louis, MO

TBG-Bedford Group LLC

Julio Mendez is a financial advisor at TBG-Bedford Group LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC and Edward Jones. Prior to entering financial services, he spent seven years at Medtronic Inc. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios using a variety of investment vehicles.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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