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John Russell McClelland

Acropolis Investment Management, LLC

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About John Russell McClelland

John Russell McClelland is an investment advisor representative with Acropolis Investment Management, LLC in St. Louis, Missouri. John has been in the industry since 1999 and is a Certified Financial Planner. John has passed the Series 7, Series 63 and Series 65 exams. John has experience in the following: financial planning, portfolio management for individuals, and portfolio management for businesses. John is currently registered in Missouri and is not active in any other state. John has experience with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations and pension and profit sharing plans.

Firm Information

John McClelland is currently registered with Acropolis Investment Management, LLC. Acropolis Investment Management, LLC is a St. Louis, Missouri-based investment advisor with approximately $1.92 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. Acropolis Investment Management, LLC has a strong focus on providing comprehensive investment solutions for clients of all sizes and is committed to helping them achieve their financial goals.
Acropolis Investment Management, LLC

14567 NORTH OUTER FORTY ROAD

ST. LOUIS, MO 63017

$1.92B

Assets Under Management

158

Total Clients

34

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 businesses

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

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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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John McClelland’s Registration & Firm History

MO

06/20/2017 - Present

Acropolis Investment Management, LLC (ST. LOUIS MO)

MO

11/01/1999 - 12/19/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 02/18/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Russell McClelland.
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