Julie E. Bahr,  CFP<sup>&reg;</sup> - Financial Advisor

Julie E. Bahr, CFP®

Managing Director

Clayton Financial Group

165 N Meramec Ave, Ste 130
Saint Louis, MO 63105
FINANCIAL ADVISOR'S WEBSITE
(314) 446-3253

General

Julie Bahr is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clayton Financial Group in Saint Louis, MO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AWMA. MBA

Insurance Licenses

  • Life insurance: MO,IL,OH,IA,FL
  • Fixed annuities: MO,IL,OH,IA
  • Variable annuities: MO,IL,OH,IA,FL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Getting Divorced, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Long-term Care, Starting a Family, Women's Finances

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