Wamhoff Financial Planning & Accounting Employee Directory

Financial ServicesMissouri, United States11-50 Employees

Wamhoff Financial Planning & Accounting provides a combined approach to financial planning and accounting, enabling clients to access asset management and tax services within a single firm. Founded in 1975 by Robert Wamhoff after leaving Emerson Electric, the practice started in a basement and has grown into a St. Charles, Missouri-based firm. Its Financial Planning Division directs asset management for a broad client base, while the Accounting Division handles tax returns for individuals and businesses. The firm operates from its St. Charles office within the financial services sector. The Financial Planning Division manages about $360 million of assets for approximately 800 active clients, while the Accounting Division prepares more than 1,100 tax returns. The organization is described as a mid-sized firm with full-time staff serving clients from its St. Charles location.

Find Wamhoff Financial Planning & Accounting employees' phone numbers or email addresses

Wamhoff Financial Planning & Accounting Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Wamhoff Financial Planning & Accounting's Leadership

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    R. W.
    Owner
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  • Stylized image of a person
    P. M.
    Compliance And Marketing Manager
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  • Stylized image of a person
    R. H.
    Registered Representative
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  • Stylized image of a person
    A. M.
    Intern
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  • Stylized image of a person
    K. J.
    Attorney
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  • Stylized image of a person
    M. H.
    Executive Assistant
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  • Stylized image of a person
    M. S.
    Attorney
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  • Stylized image of a person
    P. M.
    Bob S Assistant
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Wamhoff Financial Planning & Accounting Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Wamhoff Financial Planning & Accounting

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. W.
    Owner
    Phone icon
    United StatesMissouri
    Oct 21, 2024
  • Stylized image of a person
    P. M.
    Compliance And Marketing Manager
    Phone icon
    United StatesMissouri
    Aug 02, 2024
  • Stylized image of a person
    R. H.
    Registered Representative
    Phone icon
    United StatesMissouri
    May 28, 2026
  • Stylized image of a person
    A. M.
    Intern
    Phone icon
    United StatesMissouri
    Oct 17, 2024
  • Stylized image of a person
    K. J.
    Attorney
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    M. H.
    Executive Assistant
    Phone icon
    United StatesMissouri
    Aug 01, 2024
  • Stylized image of a person
    M. S.
    Attorney
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    P. M.
    Bob S Assistant
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

What is Wamhoff Financial Planning & Accounting known for?

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Wamhoff Financial Planning & Accounting operates in the Financial Services industry. The company's main headquarters is located in 1520 South 5th Street Suite 300 St. Charles, Missouri 63303 United States; you can contact the main corporate office by phone at . Explore Wamhoff Financial Planning & Accounting's company overview page for more information.

What is Wamhoff Financial Planning & Accounting's most common email format?

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

How many employees does Wamhoff Financial Planning & Accounting have currently?

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Wamhoff Financial Planning & Accounting has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Wamhoff Financial Planning & Accounting's key employees and leadership?

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As of February 2026, Wamhoff Financial Planning & Accounting's key employees include:

  • Owner: R. W.
  • Compliance And Marketing Manager: P. M.
  • Registered Representative: R. H.
  • Intern: A. M.
  • Attorney: K. J.

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