Kurt
Balderston
CFP®, CMFC™, CPWA®
Here to act in your best interests
About me
I enjoy developing retirement and wealth strategies for multiple generations of families. Outside of work, I enjoy spending time with my family, and stay active with an occasional triathlon, 5K run or round of golf. I volunteer my time assisting refugees settle in St. Louis.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Mutual Fund Counselor™
Certified Private Wealth Advisor®
Education
Bachelor of Arts, Education - University of Missouri-Kansas City
Visit one of our Locations
St. Louis II - Fairview Heights IL
16 Executive Drive
Suite 250
Fairview Heights, IL 62208
St. Louis I - Chesterfield
16052 Swingley Ridge Road
Suite 350
Chesterfield, MO 63017
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
