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Amy Alane Sherrer

Osaic Wealth, Inc.

Sunset Hills, MO

CRD 1004530

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-11-03
  • MO RA
    APPROVED
    Since 2023-11-03

Branch Locations

10733 Sunset Office Drive Suite 259A, Sunset Hills, MO 63127 • 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
Fsc Securities Corporation St. Louis MO 09/2001 11/2023
Butler Associates Financial Planners, Inc St. Louis MO 09/2000 02/2026
Osaic Wealth, Inc. St. Louis MO 11/2023 Present
  • 09/2001 → 11/2023
    Fsc Securities Corporation
    St. Louis, MO
  • 09/2000 → 02/2026
    Butler Associates Financial Planners, Inc
    St. Louis, MO
  • 11/2023 → Present
    St. Louis, MO
Previous Registrations
  • 1996-02-27 → 2023-12-14
    Butler Associates Financial Planners, Inc.
    St. Louis, MO
  • 2022-06-16 → 2023-11-03
    Fsc Securities Corporation
    St. Louis, MO
    St. Louis, MO
  • 1996-02-27 → 2005-12-31
    Butler Associates Financial Planners, Inc.
    St. Louis, MO
Other Businesses

SHORE GROUP ADVISORS LLC POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2026 ADDRESS: 10733 Sunset Office Drive, Ste 259A, St. Louis MO 63127, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products SHORE GROUP ADVISORS LLC - FIXED INSURANCE POSITION: broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2026 ADDRESS: 10733 Sunset Office Driv, Ste 259A, St. Louis MO 63127, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance HOME SWEET HOME POSITION: board member NATURE: 501C 3 Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 10 Sunnen Drive, Ste 100, Maplewood MO 63143, United States DESCRIPTION: Attend board meetings, vote on recommendations and discuss development of donors

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-01
S63 Uniform Securities Agent State Law Examination 1981-08-17
  • S65 Uniform Investment Adviser Law Examination
    1999-11-01
  • S63 Uniform Securities Agent State Law Examination
    1981-08-17
Other Names
  • Amy Alane Bennekemper
  • Amy Alane Bennekemper
  • Amy Alane Bennekemper
  • Amy Alane Bennekemper

View on SEC IAPD

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