AdvisorOS Directory
Claim Profile
Unclaimed Profile
BS

Brian Skrobonja

SKROBONJA WEALTH MANAGEMENT, LLC·ARNOLD, Missouri
SIE, Series 6, Series 7, Series 63, Series 65ChFCClean record22 years registeredSKROBONJA WEALTH MANAGEMENT, LLC
16A MUNICIPAL DRIVE, ARNOLD, MO 63010CRD# 2430902Firm CRD# 323899

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Skrobonja · ARNOLD, MO
Registration
CRD #2430902 · SKROBONJA WEALTH MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

SKROBONJA WEALTH MANAGEMENT, LLC
Nov 2022 – present
AE WEALTH MANAGEMENT, LLC
Jul 2022 – Jan 2023
Arnold, MO
KALOS MANAGEMENT
Jul 2017 – Aug 2022
Arnold, MO
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
Oct 2007 – Jul 2017
ARNOLD, MO
AMERICAN GENERAL SECURITIES INCORPORATED
Oct 2003 – Oct 2007
ARNOLD, MO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · October 23, 2003
Years registered · 22
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SKROBONJA WEALTH MANAGEMENT, LLC
CRD 323899 · SEC 801-126964
AUM
$17M
Regulatory assets under management
Employees
3
258 client accounts
Services offered by SKROBONJA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SKROBONJA WEALTH MANAGEMENT, LLC →
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ARNOLD?

Browse all registered financial advisors in ARNOLD, Missouri or claim this profile if it's yours.

Browse ARNOLD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brian Skrobonja offer?
Brian Skrobonja specializes in Financial Planning, Investment Management. Contact their office in ARNOLD, Missouri for a consultation.
What are Brian Skrobonja's credentials?
Brian Skrobonja holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brian Skrobonja located?
Brian Skrobonja is based in ARNOLD, Missouri, working with SKROBONJA WEALTH MANAGEMENT, LLC. Their office serves clients in the ARNOLD metropolitan area and surrounding communities.
How does Brian Skrobonja charge for services?
Brian Skrobonja's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SKROBONJA WEALTH MANAGEMENT, LLC?
SKROBONJA WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (349)KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideCHESTERFIELD GuideSAINT LOUIS Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Request removal of this profile