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Krilogy Employee Directory

Financial ServicesMissouri, United States51-200 Employees

Krilogy is an independent Registered Investment Advisor firm positioned within the financial services sector, based in Creve Coeur, Missouri. Founded in 2009, it delivers wealth management and broad financial life planning through a fiduciary, team-based approach. The firm aims to help clients gain clarity about their future and develop wealth plans that reflect personal values and life goals, including major milestones such as retirement and decisions around selling or buying a business.

Its advisory process blends experienced guidance with data-driven insights supported by technology, with assets managed through custodians Charles Schwab and Fidelity. The organization emphasizes a values-based culture built on dedication, abundance, and leadership to foster trust and informed decision-making. In 2026 Krilogy announced leadership changes, appointing Geneen Von Kloha as CEO.

Find Krilogy employees' phone numbers or email addresses

Krilogy Global Highlights

Location
Employees

North America
117

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  • United States Of America
    117

Krilogy's Leadership

  • Stylized image of a person
    D. F.
    Partner
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    S. G.
    Senior Vice President - Wealth Advisor
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    J. S. A.
    Wealth Advisor & Team Lead
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    R. P.
    Senior Wealth Manager
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    M. D.
    Senior Wealth Advisor
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    M. B.
    Wealth Advisor
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    J. W.
    Wealth Advisor
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  • Stylized image of a person
    D. N.
    Associate Wealth Advisor
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Krilogy Employee Metrics

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50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Business
  • Legal
  • Other
  • Accounting

Contact profiles from Krilogy

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. F.
    Partner
    Phone icon
    May 12, 2026
  • Stylized image of a person
    S. G.
    Senior Vice President - Wealth Advisor
    Phone icon
    Jan 24, 2025
  • Stylized image of a person
    J. S. A.
    Wealth Advisor & Team Lead
    Phone icon
    May 12, 2026
  • Stylized image of a person
    R. P.
    Senior Wealth Manager
    Phone icon
    Jun 29, 2026
  • Stylized image of a person
    M. D.
    Senior Wealth Advisor
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. B.
    Wealth Advisor
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    Jul 13, 2026
  • Stylized image of a person
    J. W.
    Wealth Advisor
    Phone icon
    Jul 13, 2026
  • Stylized image of a person
    D. N.
    Associate Wealth Advisor
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    Oct 16, 2024
  • Stylized image of a person
    D. T.
    Emeritus Professor At University Of Otago
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    Oct 18, 2024
  • Stylized image of a person
    J. S.
    Financial Advisor
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    Jul 08, 2024

Frequently Asked Questions

What is Krilogy known for?

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Krilogy was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Krilogy's company overview page for more information.

What is Krilogy's most common email format?

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Krilogy employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Krilogy email formats with LeadIQ.

How many employees does Krilogy have currently?

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Krilogy has approximately 94 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Krilogy's key employees and leadership?

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As of July 2026, Krilogy's key employees include:

  • Partner: D. F.
  • Senior Vice President - Wealth Advisor: S. G.
  • Wealth Advisor & Team Lead: J. S. A.
  • Senior Wealth Manager: R. P.
  • Senior Wealth Advisor: M. D.

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