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Jeffrey Michael Risley

RISLEY CAPITAL MANAGEMENT LLC·ELLISVILLE, Missouri
Series 6, Series 7, Series 63, Series 65CFPClean record24 years registeredRISLEY CAPITAL MANAGEMENT LLC
16024 MANCHESTER ROAD, ELLISVILLE, MO 63011CRD# 2891511Firm CRD# 157271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Risley · ELLISVILLE, MO
Registration
CRD #2891511 · RISLEY CAPITAL MANAGEMENT LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

RISLEY CAPITAL MANAGEMENT LLC
Jun 2011 – present
WELLS FARGO ADVISORS, LLC
Jul 2003 – Jun 2011
CHESTERFIELD, MO
PRUDENTIAL SECURITIES INCORPORATED
Jan 2002 – Jul 2003
CHESTERFIELD, MO
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 1, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RISLEY CAPITAL MANAGEMENT LLC
CRD 157271 · SEC 801-123382
AUM
$132M
Regulatory assets under management
Employees
1
385 client accounts
Services offered by RISLEY CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at RISLEY CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Jeffrey Michael Risley offer?
Jeffrey Michael Risley specializes in Investment Management, Wealth Management. Contact their office in ELLISVILLE, Missouri for a consultation.
What are Jeffrey Michael Risley's credentials?
Jeffrey Michael Risley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeffrey Michael Risley located?
Jeffrey Michael Risley is based in ELLISVILLE, Missouri, working with RISLEY CAPITAL MANAGEMENT LLC. Their office serves clients in the ELLISVILLE metropolitan area and surrounding communities.
How does Jeffrey Michael Risley charge for services?
Jeffrey Michael Risley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RISLEY CAPITAL MANAGEMENT LLC?
RISLEY CAPITAL MANAGEMENT LLC has approximately 1 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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