Sarah Beth Hartmann Burkemper

Employer firm

Syntegra Private Wealth Group LLC CRD 323180

$1.39B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 06/2024
  Securities America, Inc.
  Troy, MO
• 01/2019 → 12/2022
  Arbor Point Advisors
  Troy, MO
• 10/2022 → Present
  Syntegra Private Wealth Group Llc
  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

• 2019-01-03 → 2022-12-31
  Arbor Point Advisors
  Troy, MO
• 2016-07-19 → 2019-01-09
  Ameriprise Financial Services, Llc
  Troy, MO
  Chesterfield, MO
• 2001-01-01 → 2016-07-25
  Cetera Investment Advisers Llc
  Troy, MO
  Troy, MO

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

• S66 Uniform Combined State Law Examination
  2000-09-02

Designations

• Certified Financial Planner

Other Names

• Sarah Beth Hartmann