Samuel Alexander Streb
Investment adviser representative at Krilogy
9 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
9 years in the industry.
- KrilogyNov 2024 to now
- Daniel BabitzAug 2024 to Nov 2024
- Andrew BabitzMar 2022 to Nov 2024
- Northwestern Mutual Wealth Management CompanyFeb 2022 to Nov 2024
- Northwestern Mutual Investment Services LLCSep 2021 to Nov 2024
- Northwestern Mutual Life Insurance CompanyMay 2021 to Mar 2022
- Stephen GrossNov 2019 to May 2021
- Katies Pizza and Pasta OsteriaJan 2019 to Apr 2019
- Mcbride HomesDec 2018 to Jan 2020
- StudentAug 2017 to May 2021
- Greenbriar Hills Country ClubAug 2015 to Sep 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
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
- 7202047
- Firm CRD
- 149046