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Current Employers
Wealthcare Asset Management, Llc

2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-05-28
  • MO RA
    APPROVED
    Since 2025-05-28

Branch Locations

2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804 • 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
Wealthcare Asset Management, Llc Springfield MO 05/2025 Present
American Tax Strategies, Llc Springfield MO 05/2025 Present
Wealthcare Corporation Springfield MO 01/2025 05/2025
Dairy Farmers Of America Springfield MO 12/2014 08/2021
Funeral Directors Life Ozark MO 08/2021 12/2024
  • 05/2025 → Present
    Springfield, MO
  • 05/2025 → Present
    American Tax Strategies, Llc
    Springfield, MO
  • 01/2025 → 05/2025
    Wealthcare Corporation
    Springfield, MO
  • 12/2014 → 08/2021
    Dairy Farmers Of America
    Springfield, MO
  • 08/2021 → 12/2024
    Funeral Directors Life
    Ozark, MO
Other Businesses

AMERICAN TAX STRATEGIES, LLC; INVESTMENT RELATED; INSURANCE AGENT; START DATE 05/2025; SPRINGFIELD, MO;APPROX 5% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-29
  • S65 Uniform Investment Adviser Law Examination
    2025-03-29

View on SEC IAPD

Other Firms

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