Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
68 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$180.9M

Fee Structure

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Location

3890 S. Lindbergh Blvd, Suite 200, Sunset Hills, MO, 63127-1391

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Walter is a staff accountant at Swink Coplen & Company, primarily preparing tax returns and tax projections.

Employment History
Current Registrations
Sfc Financial LLC
February 2025 - Present · 1 yr
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.