Best Investors Account Sign in
Inactive

Wayne Edwin Tate

Detalus Advisors, LLC

St. Louis, MO

Claim This Profile
Current Employers
Detalus Advisors, Llc

383 Marshall Avenue, St. Louis, MO 63119 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-12-19
  • IL RA
    APPROVED
    Since 2018-12-19

Branch Locations

383 Marshall Avenue, St. Louis, MO 63119 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Detalus Advisors, Llc St Louis MO 10/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-22
S63 Uniform Securities Agent State Law Examination 1997-12-23
  • S65 Uniform Investment Adviser Law Examination
    2004-09-22
  • S63 Uniform Securities Agent State Law Examination
    1997-12-23

View on SEC IAPD

Other Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC
FORTIFY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC

Other Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor