Sarah B. Burkemper
SYNTEGRA PRIVATE WEALTH GROUP LLC
TROY, MO 63379
Some features on this profile are disabled
CRD#: 4226072
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 OSAIC WEALTH, INC. 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 7 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.
1. Insurance Sales Position: Insurance Sales Nature: Insurance Sales Investment Related: Yes Hours: 2 Securities Trading Hours: 2 Start Date: 01/04/2019 Address: 250 E Wood St, Troy MO 63379 2. Sarah Burkemper CPA Position: CPA/Owner Nature: Tax practice Investment Related: No Hours: 120 Securities Trading Hours: 120 Start Date: 05/01/2002 Address: 250 E Wood St, Troy MO 63379 3. Community Opportunities of Lincoln County Position: President and board member Nature: Community Opportunities of Lincoln County Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 07/01/2009 Address: PO Box 420, Troy MO 63379 4. Mercy Foundation - Lincoln Position: President of the board Nature: Mercy Foundation - Lincoln charitable organization Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 01/01/2016 Address: 1000 E Cherry St, Troy MO 63379 5. Syntegra Private Wealth Group - DBA 6. MERCY HOSPITAL LINCOLN BOARD POSITION: board member NATURE: Volunteer board service for community hospital INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2021 ADDRESS: 1000 E Cherry St, Troy MO 63379 DESCRIPTION: Volunteer board service at quarterly meetings. Participation in meetings which oversee that the local hospital is meeting community health needs as per their mission. 7. HAVERKAMP HOUSE LLC POSITION: LLC Member NATURE: Commercial Rental of office building INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2009 ADDRESS: 250 E Wood St, Troy MO 63379 DESCRIPTION: My husband and I own the office building jointly through the LLC Haverkamp House. I pay rent into the LLC for my office space and also lease office space out to tenants. 8. SYNTEGRA PRIVATE WEALTH GROUP IRIA POSITION: advisor NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2022 ADDRESS: 14567 N Outer 40 Road, Suite 225, Chesterfield MO 63017 DESCRIPTION: Provide Investment Advisory Services 9. TRUMAN STATE UNIVERSITY BOARD OF GOVERNORS POSITION: BOARD OF GOVERNORS; NATURE: NON-PROFIT BOARD SERVICE. INVESTMENT RELATED: NO; NUMBER OF HOURS: 2; SECURITIES TRADING HOURS: 0; START DATE: 4/13/2012; ADDRESS: MCCLAIN HALL 205, 100 EAST NORMAL AVE. KIRKSVILLE, MO 63501; DESCRIPTION: I AM ONE VOTING MEMBER OUT OF A 10 MEMBER BOARD, WITH 7 VOTING MEMBERS. WE MEET SIX TIMES PER YEAR AND MAKE DECISIONS REGARDING SCHOOL POLICY, TUITION RATES, HIRING OF THE PRESIDENT, AND CURRICULUM, AS WELL AS PROVIDE GENERAL OVERSIGHT. 10. SYNTEGRA TAX & BUSINESS SERVICES LLC POSITION: Contract Labor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/30/2024 ADDRESS: 14567 N Outer 40 Rd, Ste 225, Chesterfield MO 63017, United States DESCRIPTION: I will prepare tax returns and offer tax advice.
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Beth Hartmann Burkemper'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: 2011
Experience
Current
November 7, 2022 - Present
SYNTEGRA PRIVATE WEALTH GROUP LLC
Office #1: 250 E Wood Street, Troy, MO 63379RIA
CRD#: 323180
TROY, MO
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 250 E Wood St, Troy, MO 63379Office #2: 14567 N Outer Forty Rd Ste 225, Chesterfield, MO 63017RIA
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
RR
Colorado(6/14/2024)
RR
Hawaii(6/14/2024)
RR
Illinois(6/14/2024)
IAR
Missouri(11/7/2022)
RR
Missouri(6/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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 (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,266 |
| 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 63379TRUST BUT VERIFY
Monitor Sarah Burkemper
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
