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Current Employers
Adk Wealth Advisory Group

12935 North Outer Forty Road Suite 101, St. Louis, MO 63141 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2017-01-24
TX RA APPROVED 2017-01-20
  • MO RA
    APPROVED
    Since 2017-01-24
  • TX RA
    APPROVED
    Since 2017-01-20

Branch Locations

12935 North Outer Forty Road Suite 101, St. Louis, MO 63141 • United States

14500 S Outer Forty Suite 201A, Town And Country, MO 63017 • 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
Lpl Financial Llc Town And Country MO 07/2013 Present
Private Advisor Group, Llc Town & Country MO 08/2013 01/2017
Kraft, Davis & Associates, Llc (Dba: Adk Wealth Advisory Group) Town & Country MO 01/2017 Present
  • 07/2013 → Present
    Lpl Financial Llc
    Town And Country, MO
  • 08/2013 → 01/2017
    Town & Country, MO
  • 01/2017 → Present
    Kraft, Davis & Associates, Llc (Dba: Adk Wealth Advisory Group)
    Town & Country, MO
Previous Registrations
  • 2013-08-05 → 2017-01-25
    Town & Country, MO
    Morristown, NJ
    Addison, TX
  • 2011-06-14 → 2013-08-01
    National Planning Corporation
    Town & Country, MO
Other Businesses

1. 7/31/2013 - Steck Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION - 100% TIME SPENT. 2. 7/31/2013 - St. Nick's Publishing Co - BUSINESS OWNER - NOT INV REL - AT REPORTED BUSINESS LOCATION - OWNER - 5% TIME SPENT. 3. 7/31/2013 - NO BUSINESS NAME - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION - Insurance Agent for life insurance , long term care insurance , accident & health - 1% TIME SPENT. 4. 12/9/2013 - Heartfelt Family Traditions - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - Founder and Owner of Heartfelt Family Traditions - 2% TIME SPENT. 5. 6/6/2014 - Heartfelt Letters from Santa and How Angelina changed Christmas - OTHER-AUTHOR - NOT INV REL - 4287 Beltline Rd. Suite 256 Addison, Texas 75001 - OBA START 6/15/2014 - 1 HR PER MONTH/1 HR DURING TRADING. 6. 2/8/2017 - Kraft, Davis & Associates, LLC - DBA: (Hybrid) ADK WEALTH ADVISORY GROUP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/25/2017 - 60 Hours Per /8 Hours During Securities Trading - I provide investment advisory services through Kraft, Davis & Associates LLC, an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 60 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 2/8/2017 - Kraft, Davis & Associates, LLC - DBA: (Hybrid) Steck Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/25/17 - 60 Hours Per Month/8 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-04
  • S66 Uniform Combined State Law Examination
    2011-06-04
Other Names
  • Ronni Steck
  • Veronica V Steck
  • Veronica Christine Steck

View on SEC IAPD

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