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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
TX RA APPROVED_RES 2024-02-01
MO RA APPROVED 2017-07-07
  • TX RA
    APPROVED_RES
    Since 2024-02-01
  • MO RA
    APPROVED
    Since 2017-07-07

Branch Locations

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wattswood Farms Rogersville MO 01/2002 Present
Ingram Mill Investments, Llc Springfield MO 01/2006 Present
Insurance - Non Variable Springfield MO 08/2005 Present
Wealthcare Asset Management, Llc Springfield MO 01/2014 Present
Regal Investment Advisors, Llc Kentwood MI 03/2017 05/2017
Property Partners, Llc Springfield MO 09/2010 Present
American Tax Strategies, Llc Springfield MO 11/2016 Present
Wealthcare Corporation Srpingfield MO 01/2022 Present
  • 01/2002 → Present
    Wattswood Farms
    Rogersville, MO
  • 01/2006 → Present
    Ingram Mill Investments, Llc
    Springfield, MO
  • 08/2005 → Present
    Insurance - Non Variable
    Springfield, MO
  • 01/2014 → Present
    Springfield, MO
  • 03/2017 → 05/2017
    Kentwood, MI
  • 09/2010 → Present
    Property Partners, Llc
    Springfield, MO
  • 11/2016 → Present
    American Tax Strategies, Llc
    Springfield, MO
  • 01/2022 → Present
    Wealthcare Corporation
    Srpingfield, MO
Previous Registrations
  • 2017-03-29 → 2017-04-03
    Springfield, MO
    Kentwood, MI
  • 2014-07-07 → 2017-03-27
    Springfield, MO
  • 1999-10-12 → 2007-12-31
    Investment Consulting Group, L.L.C.
    Springfield, MO
  • 1999-01-14 → 2007-04-19
    Raymond James Financial Services, Inc.
    Springfield, MO
Other Businesses

American Tax Strategies, LLC dba SavingYouTaxes.com Investment Related 2847 S. Ingram Mill, Suite B100, Springfield, MO 65804 Insurance Agency Insurance Agent 11/5/2016 10 10 Administrative management of agency D/B/A Wattswood Farms Non-Investment Related 1161 State Highway B, Rogersville, MO 65742 A livestock farm Owner 1/1/2004 10 0 Feeding livestock and mending fences Ingram Mill Investments Investment related 1161 State Highway B, Rogersville, MO 65742 Ownership of a commercial building Owner 9/15/2005 0 0 Ownership of the LLC which owns an office building Property Partners, LLC Investment Related 2847 S. Ingram Mill, Suite B103, Springfield, MO 65804 Rental real estate WealthCare Corporation Not investment related Springfield, MO Business Exit Planning and Legacy Planning Owner Started 01/2022 Approximately 20% of time

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-05
S63 Uniform Securities Agent State Law Examination 1994-05-25
  • S65 Uniform Investment Adviser Law Examination
    2014-07-05
  • S63 Uniform Securities Agent State Law Examination
    1994-05-25
Other Names
  • J Barry Watts

View on SEC IAPD

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