Best Investors Account Sign in
Current Employers
Syntegra Private Wealth Group Llc

14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-23
MO RA APPROVED 2022-11-07
  • TX RA
    APPROVED
    Since 2025-12-23
  • MO RA
    APPROVED
    Since 2022-11-07

Branch Locations

250 E Wood Street, Troy, MO 63379 • United States

14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Troy MO 01/2019 06/2024
Arbor Point Advisors Troy MO 01/2019 12/2022
Syntegra Private Wealth Group Llc Troy MO 10/2022 Present
Osaic Wealth, Inc. Troy MO 06/2024 02/2026
Private Client Services Troy MO 02/2026 Present
Ameriprise Financial Services, Inc. Troy MO 07/2016 01/2019
  • 01/2019 → 06/2024
    Securities America, Inc.
    Troy, MO
  • 01/2019 → 12/2022
    Arbor Point Advisors
    Troy, MO
  • 10/2022 → Present
    Troy, MO
  • 06/2024 → 02/2026
    Osaic Wealth, Inc.
    Troy, MO
  • 02/2026 → Present
    Private Client Services
    Troy, MO
  • 07/2016 → 01/2019
    Ameriprise Financial Services, Inc.
    Troy, MO
Previous Registrations
Other Businesses

1) Haverkamp House LLC; not investment-related; 250 E Wood St, Troy, MO 63379; commercial rental of office building; member; start date: 05/2009; number of hours per month: 0. 2) Community Opportunities of Lincoln County; not investment-related; PO Box 420, Troy, MO 63379; provides support to individual with developmental disabilities; volunteer board member; start date 04/2012; number of hours per month: 2; number of hours per month during trading hours: 0. 3) Syntegra Tax & Business Services LLC; not investment-related; 14567 N Outer Forty Rd, Suite 225, Chesterfield, MO 63017; tax practice; CPA; start date 08/2024; number of hours per month: 10; number of hours per month during trading hour: 8. 4) Mercy Hospital Lincoln; not investment-related; 1000 E Cherry St, Troy, MO 63379; hospital; volunteer board member; start date 07/2021; number of hours per month: 1; number of hours per month during trading hours: 0. 5) Syntegra Private Wealth Group LLC; investment-related; 14567 N Outer Forty Rd, Suite 225, Chesterfield, MO 63017; investment advisory firm; investment adviser representative; start date 10/2022; number of hours per month: 160; number of hours per month during trading hours: 160. 6) Insurance sales; investment-related; 250 E Wood St, Troy, MO 63379; insurance and annuity sales; insurance agent; start date: 01/2019; number of hours per month: 2; number of hours per month during trading hours: 2. 7) Mercy Foundation - Lincoln; not investment-related; 100 E Cherry St, Troy, MO 63379; charitable foundation; volunteer board member; start date : 07/2021; number of hours per month: 1; number of hours per month during trading hours: 0. 8) Sarah Burkemper CPA; not investment-related; 250 E Wood St, Troy, MO 63379; tax practice; owner and CPA; start date 05/2002; number of hours per month: 40; number of hours per month during trading hours: 30. 9) Crump Insurance Sales; Investment related; 14567 N Outer Forty Rd. Suite 225 Chesterfield MO 63017; Insurance and annuity sales and servicing; Insurance agent; Effective date: 02/11/2026; 5 hours per month; 5 hours during trading; Insurance agent, soliciting based on client's needs 10) Summit Financial dba Genex Consulting; Investment related; 4 Campus Drive, Parsippany, NJ 07054; RIA; IAR; Start date: 11/01/2024; Hours per month: 160; Hours during trading: 140; Duties: IAR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-02
  • S66 Uniform Combined State Law Examination
    2000-09-02
Designations
Other Names
  • Sarah Beth Hartmann

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Troy, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor