Sherman W Tegtmeier

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 12/2011 → Present
  Jonathan Roberts Advisory Group, Inc.
  Tampa, FL

Previous Registrations

• 2008-01-28 → 2011-12-23
  Edward Jones
  Bennington, NE
  Omaha, NE
  St Louis, MO

Other Businesses

(1) SHERMAN TEGTMEIER PERFORMANCE HORSES/NON INVESTMENT RELATED/ HORSE BREEDING/PRESIDENT/30 HRS PER WEEK/ HORSE BREEDING. (2) DBA: VISTA WEALTH GROUP; INVESTMENT RELATED; 11235 DAVENPORT ST, SUITE 109, OMAHA NE; FINANCIAL ADVISOR; START: 12/22/2012; 20 HRS/MO; 20 TRADING HRS/MO; OFFICER/DIRECTOR; CLIENTS INVOLVED. (3) NON-VARIABLE INSURANCE SALES; SELLING HEALTH INSURANCE; CLIENTS INVOLVED. (4) Hope Creamery; Non-investment related; 19943 CR 20 Blair, NE 68008; Maintenance for family's Micro Dairy operation; Start Date: 1/4/2021; 0 Trading Hours/Month.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-17