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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-06-18
MO RA APPROVED 2009-01-02
  • TX RA
    APPROVED_RES
    Since 2014-06-18
  • MO RA
    APPROVED
    Since 2009-01-02

Branch Locations

1525 E Republic Rd. B-125, 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
Raymond James Financial Services Springfield MO 05/2000 Present
Non-Variable Insurance Springfield MO 10/2006 Present
Raymond James Financial Services Advisors, Inc Springfield MO 01/2009 Present
Wannenmacher Properties, Llc Springfield MO 04/2010 Present
Wealth Partners Springfield MO 09/2007 Present
Rental Real Estate Springfield MO 08/2010 Present
Wannenmacher Family Trust Springfield MO 11/2015 Present
  • 05/2000 → Present
    Raymond James Financial Services
    Springfield, MO
  • 10/2006 → Present
    Non-Variable Insurance
    Springfield, MO
  • 01/2009 → Present
    Springfield, MO
  • 04/2010 → Present
    Wannenmacher Properties, Llc
    Springfield, MO
  • 09/2007 → Present
    Wealth Partners
    Springfield, MO
  • 08/2010 → Present
    Rental Real Estate
    Springfield, MO
  • 11/2015 → Present
    Wannenmacher Family Trust
    Springfield, MO
Other Businesses

(1)Name of Business: NA Address: 1525 E Republic Rd Ste B125, Springfield, MO, 65804, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/13/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life Insurance & Fixed Annuities (2)Name of Business: Wannenmacher Properties, LLC Address: 1525 E. Republic Rd B-125, Springfield, MO, 65804, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own office condos (2). We use one of the condo's for our RJ office and we rent out the other one. (3)Name of Business: Wealth Partners, LLC Address: 1525 E Republic Rd Ste B125, Springfield, MO, 65804, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/01/2007 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I own the entity that owns the branch that we operate for RJ. We advise clients on Investments

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-21
S63 Uniform Securities Agent State Law Examination 1993-03-30
  • S65 Uniform Investment Adviser Law Examination
    1997-10-21
  • S63 Uniform Securities Agent State Law Examination
    1993-03-30

View on SEC IAPD

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