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2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-05-28 |
Branch Locations
2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
AMERICAN TAX STRATEGIES, LLC; INVESTMENT RELATED; INSURANCE AGENT; START DATE 05/2025; SPRINGFIELD, MO;APPROX 5% OF TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-29 |
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