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Sarah Beth Hartmann Burkemper

Sarah B. Burkemper

SYNTEGRA PRIVATE WEALTH GROUP
TROY, MO 63379
Some features on this profile are disabled
CRD#: 4226072
Sarah Beth Hartmann Burkemper

Professional summary

Sarah Beth Hartmann Burkemper, CFP®, who also goes by Sarah Beth Hartmann, is a registered financial advisor currently at SYNTEGRA PRIVATE WEALTH GROUP LLC located in Troy, Missouri and PRIVATE CLIENT SERVICES, LLC located in Troy, Missouri.

Sarah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Sarah has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sarah Beth Hartmann

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Beth Hartmann Burkemper's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2011

Experience

Current

November 7, 2022 - Present

SYNTEGRA PRIVATE WEALTH GROUP LLC

Office #1: 250 E Wood Street, Troy, MO 63379
RIA
CRD#: 323180
TROY, MO
Current

February 5, 2026 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 250 E Wood St, Troy, MO 63379
RIA
BD
CRD#: 120222
Troy, MO
Past

June 14, 2024 - February 8, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
TROY, MO
Past

January 3, 2019 - December 31, 2022

ARBOR POINT ADVISORS

RIA
CRD#: 165127
TROY, MO
Past

January 3, 2019 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
CHESTERFIELD, MO
Past

July 19, 2016 - January 9, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CHESTERFIELD, MO
Past

July 19, 2016 - January 9, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CHESTERFIELD, MO
Past

January 1, 2001 - July 25, 2016

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
TROY, MO
Past

August 7, 2000 - July 25, 2016

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
TROY, MO

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".
SP
SYNTEGRA PRIVATE WEALTH GROUP LLC
SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180 / SEC#: 801-126688

RIA
Registered Investment Advisory firm - (9/30/2022 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Missouri
(11/7/2022)
RR
Missouri
(2/5/2026)
IAR
Texas
(12/23/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/5/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SP
SYNTEGRA PRIVATE WEALTH GROUP LLC
SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180 / SEC#: 801-126688

RIA
Registered Investment Advisory firm - (9/30/2022 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017
Mailing Address
Phone number
(314) 802-7232
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYNTEGRA PRIVATE WEALTH GROUP LLC ADV BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts4,266
AUM (Assets Under Management)$ 1,191,046,490

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180Troy, MO 63379

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