JB
Joseph P. Bartmess
LVZ
Wildwood, MO
Some features on this profile are disabled
CRD#: 2073071
JB
Professional summary
Joseph Pell Bartmess, who also goes by Joe P Bartmess, is a registered financial advisor currently at LVZ, INC. located in Wildwood, Missouri.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Joseph has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joe P Bartmess
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) JOSEPH BARTMESS; INSURANCE; ADDRESS: 615 Dartmouth Terrace Court, Wildwood MO 63011, United States 100% OWNERSHIP; POSITION: AGENT; 2% TIME SPENT; 100% OWNERSHIP; 2) WILDWOOD FAMILY YMCA; NOT INVESTMENT RELATED; 2641 HIGHWAY 109, WILDWOOD, MO 63040; BRANCH BOARD OF ADVISORS DIRECTOR; SINCE 01/23/2014; 1-HR/MTH; 0 DURING SECURITY HOURS; PROVIDE GUIDANCE AND LEADERSHIP TO THE YMCA BRANCH. THE ROLE INCLUDES FUNDRAISING, COMMUNITY ENGAGEMENT, PROGRAM DEVELOPMENT, FINANCIAL DILIGENCE AND BUDGET INTEGRITY IN ACCORDANCE WITH THE POLICIES AND PROCEDURES ESTABLISHED BY THE YMCA OF GREATER ST. LOUIS AND ITS BOARD OF DIRECTORS 3) FINANCIAL PARTNER GROUP, LLC; ADDRESS: 615 Dartmouth Terrace Court, Wildwood MO 63011, United States POSITION: Owner NATURE: Operating Business & Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 4SECURITIES TRADING HOURS: 0 START DATE: 07/01/2007 DESCRIPTION: Owner of Financial Partner Group LLC 4) Canterbury Enterprises, Inc.; Address: 7728 Weil Avenue, St Louis, Missouri 63119; Position: Board of Directors; Nature: Non-Profit Board Member; Investment Related: No; Number of Hours: 1; Securities Trading Hours: 0; Start Date: 01/01/2025; Description: Non-Profit; Canterbury assists individuals with on-the-job training. 5) Manchester United Methodist Church; Address: 129 Woods Mill Road, Manchester, Missouri 63011; Position: Leadership Board; Nature: Non-Profit / Church; Investment Related: No; Number of Hours: 1; Securities Trading Hours: 0; Start Date: 01/01/2025; Description: Non-Profit; Church Leadership Board 6) The Rotary Club of West St Louis County; Address: P O Box 1431 Ballwin MO 63022; Position: Board of Director - Public Image; Nature: Non-Profit; Investment Related: No; Number of Hours: 5; Securities Trading Hours: 4; Desctiption: Service Club, board position
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Pell Bartmess'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®
NoneExperience
Current
September 28, 2022 - Present
LVZ, INC.
RIA
CRD#: 124228
Wildwood, MO
Past
August 13, 2013 - September 30, 2022
OSAIC SERVICES, INC.
RIA
CRD#: 133763
WILDWOOD, MO
Past
November 15, 2011 - November 16, 2011
OSAIC SERVICES, INC.
RIA
CRD#: 133763
WILDWOOD, MO
Past
November 11, 2011 - September 30, 2022
OSAIC SERVICES, INC.
BD
CRD#: 133763
WILDWOOD, MO
Past
April 18, 2007 - November 18, 2011
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
CHESTERFIELD, MO
Past
April 17, 2007 - November 18, 2011
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
CHESTERFIELD, MO
Past
February 11, 1999 - March 5, 2007
EDWARD JONES
RIA
CRD#: 250
ELLISVILLE, MO
Past
October 31, 1995 - March 5, 2007
EDWARD JONES
BD
CRD#: 250
ELLISVILLE, MO
Past
September 24, 1990 - October 31, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LI
LVZ, INC.
HERITAGE FINANCIAL PLANNING | LVZ, INC. | LVZ MARKETING GROUP LLC | LVZ INVESTMENT MANAGEMENT | LVZ FINANCIAL PLANNING | LVZ ADVISORS, INC. | LVZ ADVISORS | LORENCE ASSET MANAGEMENT LTD,DBA HERITAGE FINANCIAL PLANNING | LORENCE & VANDER ZWART | J. LORENCE & ASSOCIATES
CRD#: 124228 / SEC#: 801-66772
RIA
Registered Investment Advisory firm - (5/17/2006 Approved)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
Missouri(9/28/2022)
IAR
Texas(9/29/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LI
LVZ, INC.
HERITAGE FINANCIAL PLANNING | LVZ, INC. | LVZ MARKETING GROUP LLC | LVZ INVESTMENT MANAGEMENT | LVZ FINANCIAL PLANNING | LVZ ADVISORS, INC. | LVZ ADVISORS | LORENCE ASSET MANAGEMENT LTD,DBA HERITAGE FINANCIAL PLANNING | LORENCE & VANDER ZWART | J. LORENCE & ASSOCIATES
CRD#: 124228 / SEC#: 801-66772
RIA
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Contact information
Main Address
240 South River Avenue, Holland, MI 49423
Mailing Address
Phone number
(616) 394-4994
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,242 |
| AUM (Assets Under Management) | $ 969,207,213 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
