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Benjamin David Schweppe

Fefa Financial

Saint Louis, MO

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Current Employers
Fefa Financial

530 Vance Road, Saint Louis, MO 63088 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-06-01
TX RA APPROVED_RES 2023-05-31
  • MO RA
    APPROVED
    Since 2023-06-01
  • TX RA
    APPROVED_RES
    Since 2023-05-31

Branch Locations

530 Vance Road, Saint Louis, MO 63088 • 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
Dobbs Tire And Auto Maryland Heights MO 08/2011 03/2018
Fefa Advisors Llc St. Louis MO 04/2019 Present
Fefa Asset Management, Llc St. Louis MO 01/2022 02/2024
Ae Wealth Management, Llc St. Louis MO 10/2022 02/2024
Vci Wealth Management Llc Saint Louis MO 05/2023 Present
N/A N/A XX 04/2018 03/2019
  • 08/2011 → 03/2018
    Dobbs Tire And Auto
    Maryland Heights, MO
  • 04/2019 → Present
    Fefa Advisors Llc
    St. Louis, MO
  • 01/2022 → 02/2024
    Fefa Asset Management, Llc
    St. Louis, MO
  • 10/2022 → 02/2024
    Ae Wealth Management, Llc
    St. Louis, MO
  • 05/2023 → Present
    Vci Wealth Management Llc
    Saint Louis, MO
  • 04/2018 → 03/2019
    N/A
    N/A, XX
Previous Registrations
Other Businesses

licensed insurance agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-04
  • S65 Uniform Investment Adviser Law Examination
    2021-03-04

View on SEC IAPD

Other Firms

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M HOLDINGS SECURITIES, INC.
UMB FINANCIAL SERVICES, INC.
KEB WEALTH ADVISORS
LARSON FINANCIAL GROUP, LLC

Other Investors

James Edward Phelps
JASON TSCHUDY
JOANN MICHELLE JOLLY
KRISTIE LYNN DANIEL
CHRISTOPHER Jordan HOOKER
BETH ANN ANDERSON
CAROLYN SMITH LINK
CRAIG WILLIAM MARKHAM

Other Offices

&PARTNERS · Saint Louis, MO
CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
CLARIS ADVISORS, LLC · ST. LOUIS, MO
MORGAN STANLEY · St. Louis, MO
M HOLDINGS SECURITIES, INC. · ST. LOUIS, MO
UMB FINANCIAL SERVICES, INC. · ST. LOUIS, MO
KEB WEALTH ADVISORS · ST. LOUIS, MO
KEB WEALTH ADVISORS · ST. LOUIS, MO

More in Saint Louis, MO

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