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Sheri Janelle Messer

Fefa Financial

North Palm Beach, FL

Saint Louis, MO

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Current Employers
Fefa Financial

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-05-10
FL RA APPROVED 2023-06-12
TX RA APPROVED_RES 2023-05-31
  • IA RA
    APPROVED
    Since 2024-05-10
  • FL RA
    APPROVED
    Since 2023-06-12
  • TX RA
    APPROVED_RES
    Since 2023-05-31

Branch Locations

2002 Cove Lane, North Palm Beach, FL 33408 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ae Wealth Management, Llc Topeka KS 05/2020 02/2024
Fefa Asset Management, Llc St Louis MO 05/2020 02/2024
Service Corporation International Jupiter FL 10/2012 11/2016
Fefa Advisors Llc (Previously Ev Federal, Llc ) St Louis MO 11/2016 Present
Vci Wealth Management Llc North Palm Beach FL 05/2023 Present
  • 05/2020 → 02/2024
    Topeka, KS
  • 05/2020 → 02/2024
    Fefa Asset Management, Llc
    St Louis, MO
  • 10/2012 → 11/2016
    Service Corporation International
    Jupiter, FL
  • 11/2016 → Present
    Fefa Advisors Llc (Previously Ev Federal, Llc )
    St Louis, MO
  • 05/2023 → Present
    Vci Wealth Management Llc
    North Palm Beach, FL
Previous Registrations
Other Businesses

licensed insurance agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-19
S63 Uniform Securities Agent State Law Examination 1987-03-13
  • S65 Uniform Investment Adviser Law Examination
    2019-12-19
  • S63 Uniform Securities Agent State Law Examination
    1987-03-13
Other Names
  • Sheri J Messer

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