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Current Employers
Wealth Management Advisors, Inc.

2275 Schuetz Road, St. Louis, MO 63146 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-01-25
MO RA APPROVED 2020-02-25
  • IL RA
    APPROVED
    Since 2021-01-25
  • MO RA
    APPROVED
    Since 2020-02-25

Branch Locations

6244 Hwy 100 Ste 120, Washington, MO 63090 • United States

2275 Schuetz Road, St. Louis, MO 63146 • 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
Sagepoint Financial, Inc Washington MO 11/2011 12/2019
Sagepoint Financial, Inc. Washington MO 06/2016 12/2019
Sagepoint Financial Llc Washington MO 11/2011 12/2019
Wealth Management Advisors Inc. Washington MO 01/2020 Present
  • 11/2011 → 12/2019
    Sagepoint Financial, Inc
    Washington, MO
  • 06/2016 → 12/2019
    Sagepoint Financial, Inc.
    Washington, MO
  • 11/2011 → 12/2019
    Sagepoint Financial Llc
    Washington, MO
  • 01/2020 → Present
    Washington, MO
Previous Registrations
  • 2016-07-08 → 2019-12-31
    Osaic Services, Inc.
    Washington, MO
    Union, MO
    Scottsdale, AZ
Other Businesses

1) NOTARY PUBLIC: Notary, State of Missouri; Franklin County; Investment-Related: No; 6244 Hwy 100 Ste 120 Washington, MO 63090; Notary Public; January 2009; 1/2 hour ; 1/2 hour; Notarize documents as needed by clients 2) WASHINGTON OPTIMIST CLUB POSITION: Other - Club Member; Investment-Related: No; Washington, MO; Non-Profit organization; 9/1/2012; 4 hours; Attend weekly lunch meetings when available and participate in local events to promote bringing out the best in local kids 3) WASHINGTON CHAMBER OF COMMERCE: Other - Member; Investment-Related: No; Washington, MO 63090; None; August 2013; 0 hours; None 4)INSURANCE AGENT: Investment-Related: Yes; 6244 Hwy 100 Ste 120 Washington, MO 63090; Insurance Agent; November 2011; 5 hours; 5 hours; Review clients' life insurance policies, request inforce illustrations to evaluate the benefit of current policies to equal life insurance scenario today 5) WASHINGTON PROSPECTORS: Other - Club Member; Investment-Related: No; Washington, MO 63090; None; August 2013; 3 hours; 1.5 hours; Attend breakfast meeting twice per month; network with other local small business-owners 6) WOMEN WITH PURPOSE POSITION: Other - Participant; Investment-Related: No; Washington, MO 63090; Non-Profit Organization; 6/10/2019; 2 hours; 2 hours Collaborative, non-competitive community to connect, empower, inspire and support women who work as we help one another develop professionally and personal growth. Focus on growing the community through service and charity

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-14
S63 Uniform Securities Agent State Law Examination 2005-09-09
  • S66 Uniform Combined State Law Examination
    2016-06-14
  • S63 Uniform Securities Agent State Law Examination
    2005-09-09
Other Names
  • Ann Marie Hoerr
  • Ann Marie Butkovich
  • Ann Marie Hoerr

View on SEC IAPD

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