Edgerly Perreault Roberts

Employer firm

Eagle Bluffs Wealth Management LLC CRD 306311

$294M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 02/2020
  Landmark Bank
  Columbia, MO
• 02/2020 → 11/2020
  Simmons Bank
  Columbia, MO
• 11/2020 → Present
  Eagle Bluffs Wealth Management
  Columbia, MO

Previous Registrations

• 2013-10-02 → 2014-07-17
  Wells Fargo Clearing Services, Llc
  Vestavia, AL
  Birmingham, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-29
• S63 Uniform Securities Agent State Law Examination
  2013-09-11

Other Names

• Edgerly Perreault
• Edgerly Elizabeth Perreault
• Edgerly Elizabeth Roberts