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Paladin Research Report For:

Dan Hummert

St. Louis Retirement Advisors

133 Chesterfield Business Parkway
Wildwood, MO 63005
636-681-3100

About Dan Hummert

Since 2008, St. Louis Retirement Advisors has offered comprehensive financial planning services with a special emphasis on retirement planning. Our team of independent, fee-based wealth advisors provide personalized advice for Individuals and couples who have accumulated a lifetime of assets and find themselves near or in retirement. Navigating the complexities that pre-retirees and retirees face, including investment management, healthcare costs, Social Security benefits, tax law, charitable giving, legacy planning, and lifetime income, among numerous other considerations can be costly if not managed properly.

Maintaining the lifestyle in retirement that you choose is important to us. Our wealth advisors spend significant time discussing your retirement lifestyle and shaping a financial plan that serves as a foundation for future discussions. We will identify and seek ways of mitigating risks to your retirement lifestyle, such as investment return variability, inflation and cost of living increases, long-term care costs, among other factors. We will also build a cash flow distribution and income strategy to meet your current and future spending needs so you can enjoy your years in retirement to the fullest.

See Disclosures

General Information

Firm Start Year
  • 2008
No. of Employees
  • 5-9

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelor of Science Business Administration - Business (Finance & Accounting)
  • Washington University in St. Louis - Olin School of Business
    9/1/1984 -5/31/1988

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC .

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