Boone National Savings & Loan Association, F.A. (St. Louis)


Boone National Savings & Loan Association, F.A. is a large advisory firm based in St. Louis. It manages $866.27 million of regulatory assets for 1,465 client accounts. It has been registered with the SEC as an adviser since 2001.

Boone National Savings & Loan Association, F.A provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boone National Savings & Loan Association, F.A: assets under management

The assets under management (AUM) of Boone National Savings & Loan Association, F.A. is $866.27 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $858.54 million in discretionary accounts and $7.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $589.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $858.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boone National Savings & Loan Association, F.A. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Boone National Savings & Loan Association, F.A.

Connie Mary Ann Burkhardt has been acting as President since 1 Jul 2006. Carolyn Ann Parmer joined the executive team most recently as the President And Chief Executive Officer, Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
William J. Lloyd Chief lending officer 1 Oct 1985 Other 4365651
Frederick H. Kruse President & ceo 1 Dec 1985 Other 4365650
L.L.L.P. The Jones Financial Companies Owner 1 Jul 1995 75% - 100% 43-1450818
Loy Dale Nichols Director 1 Sep 1995 Other 4371983
Edgar Dorsey Kincade Vice president of operations 1 Oct 1997 Other 4365657
Matthew Alan Williams Chief lending officer 1 Mar 2002 Other 4516880
Melissa A. Chamberlain Vp- operations 1 Apr 2002 Other 4584480
Joseph Richard Miller Vp-retail sales leader 1 Apr 2002 Other 4584488
Lisa Catherine Carroll Chief compliance officer, trust company 1 Oct 2002 Other 4160226
Kenneth Edward Schutte Director 1 Oct 2002 Other 4120222
Carolyn Ann Parmer Principal, trust services 1 Jan 2003 Other 3169839
Carolyn Ann Parmer President and chief executive officer, director 1 Jul 2006 Other 3169839
Kevin James Huonker Vice president and general counsel 1 Jul 2006 Other 4436050
Christopher Wayne Moffitt Secretary and treasurer 1 Jul 2006 Other 3256322
Connie Mary Ann Burkhardt Director 1 Jul 2006 Other 1141947
Steven C Woods Director 1 Jul 2006 Other 5187856

Based in St. Louis

The principal office where Boone National Savings & Loan Association, F.A. performs its advisory services is located at 12555 Manchester Road, St. Louis, MO 63131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-445-7224 or by fax 314-515-4989. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.boonenational.com.

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