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We Plan On You Retiring

Sommer Investments, L.L.C. is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you!

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.

We are dedicated to your financial Success

Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an exceptional level of personalized service and expertise.

Five Star Wealth Manager award: 2012, 2013, 2014, 2015, 2016, 2017

The FIVE STAR Wealth Manager award is presented by Crescendo Business Services LLC. In 2017, only an exclusive 11% of 1,681 wealth managers that were considered for this award, from the Saint Louis area, received this prestigious designation.

Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served. (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score.

Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: *Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; *Had more than a total of three settled or pending customer complaints filed against them with any regulatory authority or through Five Star Professional?s consumer complaint process; *Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; *Filed for personal bankruptcy; *Been convicted of a felony. Five Star Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Scores reflect an average of all respondents and are not representative of any one client's evaluation.

The Five Star award is not indicative of the wealth managers? future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients? assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Five Star Professional is not an advisory firm.


Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Calendar

January 1, 2020 Closed for Observance of New Year's Day
January 20, 2020 Closed for Observance of Martin Luther King, Jr Day
February 17, 2020 Closed for Observance of President's Day
April 10, 2020 Closed for Observance of Good Friday
May 25, 2020 Closed for Observance of Memorial Day
July 3, 2020 Closed for Observance of Independence Day

September 7, 2020 Closed for Observance of Labor Day

November 26, 2020 Closed for Observance of Thanksgiving 
November 27, 2020 Closed for Observance of Thanksgiving
December 24, 2020 Closed after 12 pm for Observance of Christmas Eve
December 25, 2020 Closed for Observance of Christmas
January 1, 2021 Closed for Observance of New Years

Hours by appointment.

Saving for Retirement

Will you have enough money for retirement?

Financial Advice

Start learning how to manage your finances.

Our Services

At Sommer Investments, L.L.C., we provide expert assistance in the following areas:


  • Treasury Bills
  • Treasury Notes
  • Government Securities
  • Bonds
  • Stock
  • Educational IRA
  • Roth IRA
  • Simple IRA

Financial Planning

  • Retirement Plans
  • College Plans
  • Estate Plans
  • Money Management


  • Disability Income Insurance
  • Life Insurance
  • Fixed & Variable Annuities

Check writing, debit cards, and automatic drafts to and from your bank account may also be available.

News & Market Updates

Get the latest business and world news on financial & earnings stock markets.

Market Snapshot

Headline News

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.