Stephen Leo Werkmeister

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 02/2012 → 02/2018
  Scottrade, Inc.
  St. Louis, MO
• 02/2018 → 06/2018
  Td Ameritrade, Inc.
  Edwardsville, IL
• 02/2018 → 06/2018
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 06/2018 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2018-02-27 → 2018-06-22
  Td Ameritrade, Inc.
  Edwardsville, IL
• 2018-02-26 → 2018-06-22
  Td Ameritrade Investment Management, Llc
  Edwardsville, IL
• 2016-08-11 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2011-08-22 → 2011-11-16
  Edward Jones
  St Louis, MO
  Festus, MO

Exams

• S66 Uniform Combined State Law Examination
  2011-06-24

Designations

• Certified Financial Planner