Anna Marie Meurer

Employer firm

Universal Financial Advisors, LLC CRD 318392

$277M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2015 → 06/2024
  Securities America, Inc.
  St. Peters, MO
• 06/2023 → Present
  Universal Financial Advisors, Llc
  St. Peters, MO
• 06/2024 → Present
  Osaic Wealth, Inc
  St. Peters, MO

Previous Registrations

• 2011-12-19 → 2015-07-21
  Lpl Financial Llc
  St. Peters, MO

Other Businesses

1.Sommer Investments, LLC Inv.-Related; St. Peters, MO; Ins; Agent; 120 hrs/mo;120 hrs/mo during sec. trad. hrs;Duties are ins. activities 2.YELLOW SHED CREATIONS INV. RELATED: No; ADDR:Wentzville, MO;NATURE: T-shirt design, - i.e. wine glasses;POS:Owner;START:06/2016;#/HRS: 1;SEC. TRAD. HRS:0; DESC:Create/design t-shirts,Create/design wine glasses, Accounting/billing, Shipping. 3.HOBBY INV. RELATED: No;ADDR:Wentzville, MO;NAT:Hobby-Refurbishing & selling used electronics with husband; POS:Owner;START:10/2020; #/HR:1;SEC.TRAD.HRS:0;DESC.Cleaning up & ensuring equipment works properly before reselling 4.SOMMER ENTERPRISES, LLC INV. RELATED:No;ADDR:St. Peters,MO;NAT:Landlord;POS:Volunteer;START:05/2015; #HR:2;SEC.TRAD.HRS :0;DESC:helps w/ books & building maintenance 5.ST CHARLES REGIONAL CHAMBER POS:Volunteer NAT:Volunteer for Greater St Charles County Chamber of Commerce INV.RELATED:No #HR:2 SEC.TRAD HRS:1 START:08/01/05 ADDR:5988 Mid Rivers Mall Dr,St Charles MO 63304 DESC. Volunteer to help w/ event setting up decorations 6.UNIVERSAL FINANCIAL ADVISORS POSITION:RIA Representative NAT: Universal Financial Advisors LLCInvestment Advisor Rep INVESTMENT RELATED:Yes #HR:10 SECURITIES TRADING HR:10 START DATE:06/23/23 ADDR:333 S Kirkwood Rd,Suite 301,St Louis MO 63122 DESCRIPTION:Financial Advisor-Provide Advisory Investment Services 7.AGEWISE RESOURCE GROUP POS:Partner NAT:Senior Group-a group of individuals dedicated to serving vulnerable & educating them and families INV. REL:No #/HRS:5 SEC. TRAD. HRS:2 START:05/17/2024 ADDR.: N/A, St Louis/St Charles MO 63376 DESC:Helping plan events.Possibly presenting.Helping maintain any future websites &social media 8.WESTERN ST. CHARLES COUNTY CHAMBER OF COMMERCE POS:Attendee/Volunteer NAT:Chamber of Commerce INV. REL:No #HR:4 SEC. TRAD. HRS:2 START:05/17/24 ADDR: 07 S Linn Ave,Wentzville MO 63385 DESC:Networking & volunteering at events 9.WENTZVILLE SCHOOL DIST-LAKEVIEW ELEMENTARY POS:Volunteer NAT:Public School Dist INV. REL:No #HR:1 SEC. TRAD.HRS:0 START:09/04/24 ADDR: 2501 Mexico Road, Wentzville MO 63385 DES. Volunteer for kids school events, parties & field trips 10.GIRL SCOUTS OF EASTERN MISSOURI POS:Volunteer NAT:Not for Profit INV. RELATED: No #HR:2 SEC. TRAD. HRS:0 START:09/04/24 ADDR:2300 Ball Dr,St Louis MO 63146 DESC:Volunteer for troop, attend meetings & activities 11.LITTLE BLACK BOOK: WOMEN IN BUSINESS POS:Marketing, Events, Community Liaison NAT:Women's Networking Group INV. REL:No #HE:3 SEC. TRAD. HRS:3 START:08/23/24 ADDR:1600 Mid Rivers Mall Dr, St Peters MO 63376 DESC:Member engagement, event updates, and community outreach 12.SALVATION ARMY - ST CHARLES POS:Board Member NAT: Provides support and resources to individuals and families in need. INV. REL:No # hr:3 SEC. TRAD HRS:1 START:01/01/25 ADDR:2140N 4th Street, St Charles MO 63301 DESC:Meet with staff and board members to Collaborate on community initiatives 13.COMPASS PLUS POS:Partner NAT: Senior Group- Provide resources and support to vulnerable individuals and families.INV. REL:No #HR:5 SEC. TRAD. HRS:2 START:05/17/24 ADDR:N/A, t Louis/St Charles MO 63376 DESC:Plan events, present, and support website/social media management 14.SOMMER INVESTMENTS LLC POS:Rep NAT:Sommer Investments LLC-Insurance Sales INV REL:Yes #HR:5 SECURITIES TRAD HRS:5 START DATE:11/24/25 ADDR:St Peters MO 63376 DESCR: Insurance Representative-Sell Life, Annuity, Disability & LTC 15.TRUSTEE POS: Trustee NATURE: Request approval to serve as successor trustee for my aunt and uncle.INV REL: Yes #HR:1 SEC TRAD HRS:1 START DATE:7/30/26 ADDR:St Peters MO 63376 DESCR: Potential successor trustee for relatives' financial accounts; no anticipated compensation 16.LITTLE BLACK BOOK: WOMEN IN BUSINESS POS:President NATURE: Women's Networking Group INVESTMENT RELATED: No #HR:3 SECURITIES TRADING HR:3 START DATE 8/23/24 ADDR:St Peters MO 63376 DESCR: Support chapter leadership, marketing, events, member engagement, and community outreach

Exams

• S66 Uniform Combined State Law Examination
  2011-12-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Anna Marie Sommer