Welcome to Pines Wealth Management

CONNECT

Address:

11475 Olde Cabin Rd., Ste. 220
St. Louis, MO 63141

Phone:

314-576-6767 or,314-432-2334

Fax/Other:

314-432-3667

Lon W. Broske, CFS, CFP®

Lon W. Broske, CFS, CFP®

"My mission is to develop and maintain long term personal relationships, built on extraordinary service, professional expertise and trust.  I help my clients achieve their dreams and aspirations through careful planning, emotional discipline and investment diversification."

I am a Senior Partner with Pines Wealth Management, LLC. My practice is centered on my clients, and their needs.  I establish strategies based on individual analysis, and future goals and objectives.  Multitudes of different investments are utilized for each client.  Each client receives an individual portfolio breakdown, containing detailed risk analysis, and future potential.

I provide my clients with personalized investment, insurance, and retirement and estate planning advice.  My clients include retirees, corporate executives and business owners.  I have been in practice since 1993.  My passion is working for and advising my clients.  To that end, my education is important to me.  I have a bachelor's degree from Eastern Illinois University and have completed coursework through the College for Financial Planning.  I have acheived the CERTIFIED FINANCIAL PLANNERTM desgination. I also have a Certified Funds Specialist degree from the Institute of Business Finance.  In addition, I have completed the Series 7,6,63 and 65 exams.  I will continue to improve my advice by keeping up with today's current trends in financial planning.

I have previously taught Maryville University's Department of Continuing Education Financial Planning Course.  In addition, I have also conducted seminars for many local, as well as national companies, including Brady Distributing, Swinerton Corporation, Varian Medical Supplies and Ford Motor Corp.

I have been married to Kerry since 1994.  We have three children, Alec, Abigail and Allyse.  They are our pride and joy.  Kerry and I met in college, and we currently live in Columbia, IL.  I am actively involved with my community, as I coach two youth teams and serve on my Church Investment Committee, including oversight of the finances of the new school we are building.  In addition, I spend time volunteering for the Knights of Columbus.


Background and Education

  •  Series 6, 63, 7, 65
  •  College for Financial Planning, courses taken from 1992-1996
  •  Institute of Business and Finance, CFS designation 1996
  •  Bachelor of Science, Eastern Illinois University 1990
  •  Financial Planning Association, Active member
  •  CERTIFIED FINANCIAL PLANNERTM, 2014
  •  Founding Member of the Academy of Preferred Financial Advisors (APFA)

 

 

 

Phone 314-576-6767 ext 107
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck