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Kurt

Balderston

CFP庐, CMFC鈩, CPWA庐

picture of a planner

Here to act in your best interests

About me

I enjoy developing retirement and wealth strategies for multiple generations of families. Outside of work, I enjoy spending time with my family, and stay active with an occasional triathlon, 5K run or round of golf. I volunteer my time assisting refugees settle in St. Louis.

Certifications

CERTIFIED FINANCIAL PLANNER鈩

Chartered Mutual Fund Counselor鈩

Certified Private Wealth Advisor庐

Education

Bachelor of Arts, Education - University of Missouri-Kansas City

Visit one of our Locations

St. Louis II - Fairview Heights IL

16 Executive Drive

Suite 250

Fairview Heights, IL 62208

St. Louis I - Chesterfield

16052 Swingley Ridge Road

Suite 350

Chesterfield, MO 63017

Working with Us

The further you go in your financial life, the more complex it becomes. That鈥檚 why you need a partner who can help you plot a course. Whether you鈥檙e accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Certain services provided on an educational and guidance basis only.

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