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Our financial advice team


Curt Ittner

Curt Ittner

Financial Advisor

Vice President
The Bedford Group
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 8 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Investment Management
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving

Interests

  • Active volunteer in not-for-profit organizations
  • Passion in architechture
  • Preservation in historical buildings
  • Golf and tennis

Community participation

Past president and board member of Sherwood Forest Camp .

Past president and board member of Clayton / Ladue Rotary Club . Paul Harris Fellow . Rotarian of the year 2006-2007 Current board member .

Awards & recognition

  • Five Star Wealth Manager, 2016

Qualifications

  • Series 7 - General Securities Rep
  • Series 63 - Uniform State Exam
  • Series 65- Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance License

Education

  • Saint Louis Country Day School, 1976
  • DePauw University, 1980 BA degree in English; minor in Business

Professional associations

  • DePauw University Alumni Association

Previous experience

  • Vice President/Investments, Stifel Nicolaus, Clayton, MO, 1993-2013
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