SW
Sherri F. Weintrop
WEALTH MANAGEMENT ADVISORS
ST. LOUIS, MO 63146
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CRD#: 1575863
SW
Professional summary
Sherri Frank Weintrop, CFP® is a registered financial advisor currently at WEALTH MANAGEMENT ADVISORS, INC. located in St. Louis, Missouri.
Sherri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Sherri has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)WEALTH MGMT ADV INC-NON INV. REL,2275 SCHUETZ RD, ST LOUIS, MO 63146, INS-LIFE/DIS, REQ APPRX 1% OF TIME DURING TRADE HRS. SELL INDIV & GROUP INS. 2) WEALTH MGMT ADVISORS, INC., INV RELATED, ADDRESS SAME, INV. ADV, 85% OF TIME DURING TRADE HRS. ASSET MGMT, SOLICITATION FOR THIRD PARTY MONEY MGRS, INV PLANNING, ESTATE PLANNING & TAX PLANNING. 3) WEALTH MGMT ADV INC, ADDRESS SAME, INV REL, INV PRODUCT, OWNER, EMPLOYEE, OFFICER, CONSULTANT, 2% OF TIME DURING TRADE HRS. ADVISE CLIENTS ON OUTSIDE INVESTMENT. 4) WMA TAX SERVICES, -TAX PREP LESS THAN 5% OF TIME DURING TRADE HRS;50% PTNR IN WMA REALTY, REQ APPRX 1% OF TIME DURING TRADE HRS. 5) MISSOURI BAPTIST MEDICAL CENTER; INVESTMENT RELATED: NO; 3015 N BALLAS RD, ST. LOUIS, MO 63131; 501(C)(3); CHAMPIONS FOR CARE -CO-CHAIR ASSIST MISSOURI BAPTIST IN RAISING AWARENESS OF ANNUAL CHOSEN HOSPITAL PROJECT TO RAISE FUNDS FROM CFC MEMBERS; LESS THAN 1% OF TIME DURING TRADING HOURS; 0% OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS. 6) SHIR HADASH RECONSTRUCTIONIST COMMUNITY; INVESTMENT RELATED: NO; 2275 SCHUETZ ROAD ST LOUIS, MO 63146; 501(C)(3), SYNAGOGUE; CHAIR FUNDRAISING FOR SYNAGOGUE; 1 HOURS DEVOTED TO BUSINESS DURING TRADING HOURS; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 3; 0 % OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS. 7) SHIR HADASH RECONSTRUCTIONIST COMMUNITY; INVESTMENT RELATED: NO; 2275 SCHUETZ ROAD ST LOUIS, MO 63146; 501(C)(3), SYNAGOGUE; SECRETARY FOR SYNAGOGUE; 1 HOURS DEVOTED TO BUSINESS DURING TRADING HOURS; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 3; 0 % OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Sherri Frank Weintrop's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1989
Experience
Current
April 6, 1998 - Present
WEALTH MANAGEMENT ADVISORS, INC.
Office #1: 2275 Schuetz Road, St. Louis, MO 63146RIA
CRD#: 115433
ST. LOUIS, MO
Past
January 8, 1993 - March 3, 2017
OSAIC WEALTH, INC.
RIA
CRD#: 23131
ST.LOUIS, MO
Past
November 19, 1989 - March 3, 2017
OSAIC WEALTH, INC.
BD
CRD#: 23131
ST.LOUIS, MO
Past
January 9, 1987 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
October 22, 1986 - January 19, 1987
PLANVEST CAPITAL CORPORATION
BD
CRD#: 14849
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(6/20/2019)
IAR
Illinois(1/25/2021)
IAR
Missouri(4/6/1998)
IAR
Texas(1/7/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
WM
WEALTH MANAGEMENT ADVISORS, INC.
WEALTH MANAGEMENT ADVISORS, INC.
CRD#: 115433 / SEC#:
Florida
Registered Investment Advisory firm - (6/20/2019 Approved)Illinois
Registered Investment Advisory firm - (1/25/2021 Approved)Louisiana
Registered Investment Advisory firm - (11/15/2021 Terminated)Missouri
Registered Investment Advisory firm - (4/6/1998 Approved)Texas
Registered Investment Advisory firm - (3/11/2005 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2275 Schuetz Road, St. Louis, MO 63146
Mailing Address
Phone number
(314) 569-3311
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 364 |
| AUM (Assets Under Management) | $ 41,338,641 |
Red Flags
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Company Information
WEALTH MANAGEMENT ADVISORS, INC.
CRD#: 115433St. Louis, MO 63146TRUST BUT VERIFY
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