AH
Annmarie Hoerr
WEALTH MANAGEMENT ADVISORS
Washington, MO 63090
Some features on this profile are disabled
CRD#: 2302175
AH
Professional summary
Annmarie Hoerr, who also goes by Ann Marie Butkovich, Ann Marie Hoerr Mrs, Ann Marie Hoerr, is a registered financial advisor currently at WEALTH MANAGEMENT ADVISORS, INC. located in Washington, Missouri.
Annmarie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Annmarie has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ann Marie Butkovich | Ann Marie Hoerr Mrs | Ann Marie Hoerr
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) NOTARY PUBLIC: Notary, State of Missouri; Franklin County; Investment-Related: No; 6244 Hwy 100 Ste 120 Washington, MO 63090; Notary Public; January 2009; 1/2 hour ; 1/2 hour; Notarize documents as needed by clients
2) WASHINGTON OPTIMIST CLUB POSITION: Other - Club Member; Investment-Related: No; Washington, MO; Non-Profit organization; 9/1/2012; 4 hours; Attend weekly lunch meetings when available and participate in local events to promote bringing out the best in local kids
3) WASHINGTON CHAMBER OF COMMERCE: Other - Member; Investment-Related: No; Washington, MO 63090; None; August 2013; 0 hours; None
4)INSURANCE AGENT: Investment-Related: Yes; 6244 Hwy 100 Ste 120 Washington, MO 63090; Insurance Agent; November 2011; 5 hours; 5 hours; Review clients' life insurance policies, request inforce illustrations to evaluate the benefit of current policies to equal life insurance scenario today
5) WASHINGTON PROSPECTORS: Other - Club Member; Investment-Related: No; Washington, MO 63090; None; August 2013; 3 hours; 1.5 hours; Attend breakfast meeting twice per month; network with other local small business-owners
6) WOMEN WITH PURPOSE POSITION: Other - Participant; Investment-Related: No; Washington, MO 63090; Non-Profit Organization; 6/10/2019; 2 hours; 2 hours Collaborative, non-competitive community to connect, empower, inspire and support women who work as we help one another develop professionally and personal growth. Focus on growing the community through service and charity
CRS (Client Relationship Summary) - RIA
Click below to view Annmarie Hoerr'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
February 25, 2020 - Present
WEALTH MANAGEMENT ADVISORS, INC.
Office #1: 6244 Hwy 100 Ste 120, Washington, MO 63090RIA
CRD#: 115433
Washington, MO
Past
July 8, 2016 - December 31, 2019
OSAIC SERVICES, INC.
RIA
CRD#: 133763
WASHINGTON, MO
Past
November 16, 2011 - December 31, 2019
OSAIC SERVICES, INC.
BD
CRD#: 133763
WASHINGTON, MO
Past
September 8, 2005 - November 17, 2011
EDWARD JONES
BD
CRD#: 250
WASHINGTON, MO
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
Illinois(1/25/2021)
IAR
Missouri(2/25/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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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