Tom Mengel

Background

About Tom Mengel

I have had the privilege of being a part of the wealth management industry for the last 39 years. Nothing has been more rewarding for me than growing my base of knowledge and expertise in order to better assist my clients. As you scroll through my profile you'll see a long list of certifications and awards that I've collected over the course of my career. Each one of these accomplishments is representative of a new and better way that I have been able to build partnerships with business owners and individuals in the St. Louis area. My ultimate goal is to create a lasting legacy in my hometown where the cornerstones of my company help to build realistic and achievable financial plans for my clients. I have my Masters in Financial Services. I am a Certified Life Underwriter and a Charted Financial Consultant and have recently received my AIF (Accredited Investment Fiduciary) designation. I also have my Certificate in Financial Planning. I have my Series 7, 22, 24, 63, and 65 registrations. I specialize in portfolio management and family wealth planning. thomas.mengel@ceterafs.com Cetera Financial Specialists, LLC (314) 677-2550 3660 S. Geyer Rd, St. Louis, MO 63127 Securities offered through Cetera Financial Specialists, LLC (doing insurance business in CA as CFGFS Insurance Agency LLC, CA Insurance License #0E28878), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Securities registered in: AR, AZ, CA, CO, FL, GA, IL, IN, KS, MD, MI, MS, MO, NE, NY, NC, OH, OR, PA, SC, SD, TN, TX, VA, WA and WI