Consolidated Financial Investments, Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Clayton, Missouri
CRD number
18810
Registered since
January 12, 1987

Firm profile

FINTRX

Overview

Consolidated Financial Investments, Inc. is a privately owned corporate adviser that has been SEC-registered since 1987. The firm is owned by an individual and is classified in the available records as "unclassified," with limited descriptive detail about its business lines or client segments. The regulatory snapshot indicates the firm does not position itself as a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser. It is also not flagged as a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided further information about its advisory activities, fee model, or client base in the source data.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Steven Dustmann

    Registered RepresentativeCRD 2099276

  • Alan Stiffelman

    Alan Stiffelman

    PresidentCRD 1351661

  • Carl Bardenheier

    Vice PresidentCRD 1138381

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Clayton, MO

Saint Louis

Location

Clayton, MO

Headquartered in Clayton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
222 N Meramec Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth