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Steven Daniel Kaufmann

Wedgewood Partners, Inc.

St Louis, MO

CRD 5233393

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Employer firm

Wedgewood Partners, Inc. CRD 21923

$561M regulatory AUM 1,376 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

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

Current Employers
Wedgewood Partners, Inc.

9909 Clayton Rd, Suite 103, St Louis, MO 63124-1120 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2009-05-25
  • MO RA
    APPROVED
    Since 2009-05-25

Branch Locations

9909 Clayton Rd, Suite 103, St Louis, MO 63124-1120 • 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
Wedgewood Partners Inc St Louis MO 07/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-23
S63 Uniform Securities Agent State Law Examination 2007-02-02
  • S65 Uniform Investment Adviser Law Examination
    2009-05-23
  • S63 Uniform Securities Agent State Law Examination
    2007-02-02

View on SEC IAPD

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