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Curt Ittner, Financial Advisor serving the Clayton, MO area - Ameriprise Advisors

Curt Ittner

APMA

Financial Advisor

Vice President
The Bedford Group
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 6 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • 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

Awards & recognition

  • The Bedford Group, Forbes Best-in-State Wealth Management Teams, 2023 - 2025
  • Five Star Wealth Manager, 2016-2018, 2020-2023
  • Ameriprise Client Experience Award, 2022, 2023

Professional associations

  • DePauw University Alumni Association

Previous experience

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

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 .

Interests

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

Honored to receive recognition

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, The Bedford Group has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.