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Haley Siefert

Asset Consulting Group, LLC

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About Haley Siefert

Haley Siefert is an investment advisor representative with Asset Consulting Group, LLC. Haley has been in the industry since 2001. Haley is licensed to provide investment advice in Michigan, Missouri, Oklahoma, and Texas. Haley also has Series 7, Series 24, and Series 66 securities licenses. Haley has previously been registered with Cambridge Investment Research, Inc. and K. W. Chambers & Co.

Firm Information

Haley Siefert is currently registered with Asset Consulting Group, LLC. Asset Consulting Group, LLC (ACG) is an investment consulting firm providing comprehensive services to taxable and tax-exempt entities. Based in Clayton, Missouri, ACG specializes in pension consulting, selection of other advisors, and portfolio management for businesses. ACG manages approximately $782.2 million in assets for clients, including insurance companies, charitable organizations, high-net-worth individuals, other investment advisors, pension and profit-sharing plans, and state or municipal government entities.
Asset Consulting Group, LLC

231 SOUTH BEMISTON AVENUE

CLAYTON, MO 63105

$782.23M

Assets Under Management

132

Total Clients

21

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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asset consulting group (acg) provides comprehensive investment consulting services to taxable and tax-exempt entities.

Asset consulting group (acg) provides comprehensive investment consulting services to taxable and tax-exempt entities.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Haley Siefert’s Registration & Firm History

MO

04/11/2011 - Present

Asset Consulting Group, LLC (CLAYTON MO)

MO

08/26/2004 - 04/12/2007

CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)

MO

10/09/2002 - 08/24/2004

K. W. CHAMBERS & CO. (CLAYTON MO)

WI

08/30/2001 - 10/14/2002

SII INVESTMENTS, INC. (APPLETON WI)

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Licenses & Designations

BOTH

Issued 11/07/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/18/2005

Series 24 - General Securities Principal Examination

BC

Issued 08/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Haley Siefert.
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