William Schnoebelen Rowe
Investment adviser representative at Krilogy
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- KrilogyDec 2023 to now
- Stifel Nicolaus & Co IncAug 2021 to now
- Bank of America, N.A.Aug 2019 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Aug 2019
- Harpos Bar and GrillAug 2018 to May 2019
- Merrill Lynch Pierce Fenner and Smith IncorporatedJun 2018 to Aug 2018
- State FarmOct 2017 to Mar 2018
- Lifestylez ProductionsOct 2016 to Feb 2019
- University of MissouriAug 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
Krilogy
Legal name: Krilogy Financial LLC
$5.2BAssets managed
3,204Clients
63Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6964015
- Firm CRD
- 149046