Unclaimed
Cynthia McKillip is a financial advisor with over 25 years of experience in the industry. Cynthia is registered with Acropolis Investment Management, LLC and holds a Series 7 and Series 63 license. She is a Certified Financial Planner™ and has worked with clients on a variety of financial planning needs. Cynthia has experience working with individuals, businesses, and charitable organizations. Cynthia's previous employment includes Cambridge Investment Research, Inc., WS Griffith Securities, Inc., Primevest Financial Services, Inc., and Market Street Securities, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MO
12/16/2014 - Present
Acropolis Investment Management, LLC (ST. LOUIS MO)
MO
05/04/2004 - 07/10/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)
CT
04/10/2001 - 05/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MN
07/01/1996 - 02/20/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NA
11/15/1994 - 07/01/1996
MARKET STREET SECURITIES, INC.
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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