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Abbie Anne Gidionsen

Clayton Financial Group, LLC

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About Abbie Anne Gidionsen

Abbie Gidionsen is a financial advisor with Clayton Financial Group, LLC, where she has been employed since May 2018. She is a Registered Representative with the state of Missouri. Abbie has been in the financial industry since 1992. She holds a Series 7, Series 63, and Series 66 licenses.

Firm Information

Abbie Gidionsen is currently registered with Clayton Financial Group, LLC. Clayton Financial Group, LLC is an investment advisor registered with the SEC and located in St. Louis, Missouri. The firm manages approximately $1.74 billion in assets for high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth individuals. They offer financial planning and portfolio management services.
Clayton Financial Group, LLC

165 NORTH MERAMEC SUITE 130

ST. LOUIS, MO 63105

$1.74B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Abbie Gidionsen’s Registration & Firm History

MO

11/26/2018 - Present

Clayton Financial Group, LLC (ST. LOUIS MO)

MO

06/01/2009 - 09/18/2017

MORGAN STANLEY (CLAYTON MO)

MO

01/16/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (ST. LOUIS MO)

MO

01/25/2007 - 01/27/2009

UBS FINANCIAL SERVICES INC. (ST. LOUIS MO)

MO

12/01/2004 - 08/01/2006

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

MO

10/22/1992 - 03/23/2004

BRIDGE TRADING COMPANY (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 06/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abbie Anne Gidionsen.
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