Saint Louis, MO Office

Team
Updated today

TBG-Bedford Group LLC

Team

Firm-wide stats for TBG-Bedford Group LLC

Total advisors

10

Across 2 offices

Clients per advisor

96 High

Avg AUM per client

$789,286 Low

HNW client ratio

16% Low

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.

Based on TBG-Bedford Group LLC

Expertise

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

Based on TBG-Bedford Group LLC

Occupation focus

Founder/Business Owner

Based on TBG-Bedford Group LLC

Location

10310 German Blvd

Saint Louis MO 63131

Advisors at this office

7

Advisors at this office

user avatar

Ingrid M

Series 66

Saint Louis, MO

TBG-Bedford Group LLC

Ingrid Miller is a financial advisor with TBG-Bedford Group LLC in Saint Louis, MO, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Ameriprise and Edward Jones. 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 focused on strategic asset allocation and risk management, utilizing a variety 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

Kyle M

Series 65, Series 63

Saint Louis, MO

TBG-Bedford Group LLC

Kyle Milfeld is a financial advisor with TBG-Bedford Group LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and having six years of industry experience. His career includes roles at Ameriprise Financial Services, LLC and Tinuum Services LLC before joining TBG-Bedford Group and Private Client Services, LLC. TBG-Bedford Group offers financial planning, consulting, investment management, and retirement plan consulting to a variety of clients, employing a long-term, disciplined investment approach focused on strategic asset allocation and risk management through 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

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

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

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
View complete list of advisors at this office
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