Joseph Robert Weinbauer

Current Employers

Employment History

• 02/2010 → Present
  Berthel Fisher & Company Financial Services, Inc
  St Louis, MO
• 05/2016 → Present
  Berthel Fisher & Company Planning, Inc.
  St. Louis, MO

Previous Registrations

• 2008-01-03 → 2010-02-01
  National Planning Corporation
  St. Louis, MO

Other Businesses

1.WEINBAUER FINANCIAL GROUP-Y-ST. LOUIS, MO-FINANCIAL SERVICES-MANAGING PRINCIPAL-01/2008-200-6.5-FINANCIAL, TAX, ACCOUNTING & INSURANCE BUSINESS 2.JOSEPH WEINBAUER-N-INSURANCE-AGENT-08/1995-10-1-FIXED INSURANCE SALES 3.RARE COINS OF NEW HAMPSHIRE-Y-ST. LOUIS, MO-PRECIOUS METALS-SALES REP-05/2011-1-1-THE SALE OF PRECIOUS METALS 4.WEINBAUER PROPERTIES, LLC-N-ST. LOUIS, MO-RENTAL PROPERTY-MANAGING PARTNER-01/2008-2-0-RENTAL PROPERTY MANAGEMENT. 5.St. Louis Junior Invitational-N-St. Louis, MO-Non Profit for Junior Golf-Treasurer-01/2020-2-0-Non Profit to promote junior golf in the St. Louis metropolitan area. Treasurer role for bookkeeping services and paperwork administration for golf participants. 6. Hill Business Association-N-St. Louis, MO-Promotes prosperous local business community-President-01/2022-5-0-Attend meetings and promote membership. 7. NORWOOD HILLS COUNTRY CLUB-N-ST LOUIS, MO-COUNTRY CLUB-BOARD DIRECTOR-12/2022-5-0-ADVISE MANAGEMENT ON CLUB OPERATIONS. 8. Nedda's Inc- N- St. Louis, MO- Food service- Deli- Secretary/Treasurer- 09/2024-40- 0- Shareholder in s-corp that owns the deli, as well as performing bookkeeping and banking for the corporation. 9. Pagano Family 2014 Trust- N- St. Louis, MO- Trust Administration- Trustee- 01/2025- 0- 0- Administration on on trust which includes tax reporting, bank reconciliation, and checking account signing authority for beneficiary distributions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-12
• S63 Uniform Securities Agent State Law Examination
  1998-02-10