Jeffrey R. Fiehler
SYNTEGRA PRIVATE WEALTH GROUP LLC | President & Private Wealth Advisor
Chesterfield, MO 63017
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CRD#: 5079523
Professional summary
Jeffrey Richard Fiehler is a registered financial advisor currently at SYNTEGRA PRIVATE WEALTH GROUP LLC located in Chesterfield, Missouri and OSAIC WEALTH, INC. located in Chesterfield, Missouri.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jeffrey has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Trust & estate planning
Financial planning
Insurance
Institutional consulting
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
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. MKJ Farms LLC Position: Owner Nature: Farming Investment Related: No Hours: 20 Securities Trading Hours: 2 Start Date: 06/01/2013 Address: 374 Lakeshore Dr, Lake Ozark MO 65049 2. The Estates HOA Position: Member Nature: Subdivision Board Member Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 01/01/2018 Address: 130 Lakeshore Dr, Lake Ozark MO 65049 3. MV High Performance LLC Position: VP Nature: Staffing and management company Investment Related: No Hours: 40 Securities Trading Hours: 10 Start Date: 06/01/2012 Address: 14567 North Forty Road, Suite 225, Chesterfield MO 63017 4. Insurance sales Position: Insurance agent Nature: Insurance sales Investment Related: Yes Hours: 15 Securities Trading Hours: 5 Start Date: 01/04/2019 Address: 828 South Main Street, St Charles MO 63301 5. DBA: Syntegra Private Wealth Group 6. MKJ ENTERPRISES, LLC POSITION: Owner NATURE: Rental Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2019 ADDRESS: 11049 Stonebridge Lane, Wentzville MO 63385 DESCRIPTION: Rental house on our farm property. 7. SHOW ME BOAT BROKERAGE, LLC POSITION: Owner/Manager NATURE: Buying and Selling Boats/ Marine watercraft INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/16/2021 ADDRESS: 11049 STONEBRIDGE LN, WENTZVILLE MO 63385 DESCRIPTION: Business will be used to buy and sell boats and marine watercraft. 8. MKJ HOLDINGS, LLC POSITION: Owner NATURE: Real Estate holdings INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2023 ADDRESS: 11049 Stonebridge Lane, Wentzville MO 63385 DESCRIPTION: Land held in LLC per our estate planning attorney's advice. 9. MKJ REAL ESTATE LLC POSITION: Owner NATURE: Farm Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2023 ADDRESS: 11049 Stonebridge Lane, Wentzville MO 63385 DESCRIPTION: Recreational farm ground 10. 4 CHICKS EGG COMPANY LLC POSITION: Owner NATURE: Poultry Egg production INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2023 ADDRESS: 11049 Stonebridge Lane, Wentzville MO 63385 DESCRIPTION: Poultry Egg production farm 11. 4 CHICKS LAND COMPANY, LLC POSITION: Co-Owner NATURE: Real Estate Land Holdings Farming INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2023 ADDRESS: 11049 Stonebridge Lane, Wentzville MO 63385 DESCRIPTION: Agriculture land for poultry production. 12. SYNTEGRA PRIVATE WEALTH GROUP IRIA POSITION: President NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2022 ADDRESS: 14567 North Outer Forty Dr, Ste 225, Chesterfield MO 63017 DESCRIPTION: Provide Investment Advisory Services 13. SYNTEGRA TAX AND BUSINESS SERVICES, LLC POSITION: President NATURE: Tax return preparation and business analysis INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/05/2024 ADDRESS: 14567 North Outer Forty Dr, Suite 225, Chesterfield MO 63017, United States DESCRIPTION: Owner 14. CALVEY RESERVE, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2025 ADDRESS: 11049 Stonebridge Ln, Wentzville MO 63385, United States DESCRIPTION: LLC used to purchase undeveloped land 15. MV HIGH PERFORMANCE LLC POSITION: VP NATURE: Staffing and management company Owner of Syntegra Private Wealth Group RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 11/16/2018 ADDRESS: 14567 North Forty Drive, suite 480, Chesterfield MO 63017, United States DESCRIPTION: VP of high performance LLC I actively manage operations and development of staff that provides staffing and management of Syntegra Wealth group. A financial advisory practice RIA
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Richard Fiehler'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
November 7, 2022 - Present
SYNTEGRA PRIVATE WEALTH GROUP LLC
Office #1: 14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017Office #2: 14143 Denver West Pkwy. Suite 100, Golden, CO 80401RIA
CRD#: 323180
Chesterfield, MO
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 14567 N Outer Forty Rd Ste 225, Chesterfield, MO 63017Office #2: 828 S Main St, Saint Charles, MO 63301RIA
BD
CRD#: 23131
CHESTERFIELD, MO
Past
January 3, 2019 - December 31, 2022
ARBOR POINT ADVISORS
RIA
CRD#: 165127
CHESTERFIELD, MO
Past
January 3, 2019 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SAINT CHARLES, MO
Past
March 8, 2006 - January 9, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ST PETERS, MO
Past
February 17, 2006 - January 9, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ST PETERS, 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
Alabama(6/14/2024)
RR
Alaska(6/14/2024)
RR
Arizona(6/14/2024)
RR
Arkansas(6/14/2024)
RR
California(6/14/2024)
IAR
Colorado(9/13/2023)
RR
Colorado(6/14/2024)
RR
District of Columbia(6/14/2024)
RR
Florida(6/14/2024)
RR
Georgia(6/14/2024)
RR
Hawaii(6/14/2024)
RR
Illinois(6/14/2024)
RR
Indiana(6/14/2024)
RR
Iowa(6/14/2024)
RR
Kansas(6/14/2024)
RR
Kentucky(6/14/2024)
RR
Louisiana(6/14/2024)
RR
Maine(6/14/2024)
RR
Maryland(6/14/2024)
RR
Minnesota(6/14/2024)
IAR
Missouri(11/7/2022)
RR
Missouri(6/14/2024)
RR
Montana(6/14/2024)
RR
Nebraska(6/14/2024)
RR
New Hampshire(6/14/2024)
RR
New Mexico(6/14/2024)
RR
New York(6/14/2024)
RR
North Carolina(6/14/2024)
RR
Ohio(6/14/2024)
RR
Oklahoma(6/14/2024)
RR
Oregon(6/14/2024)
RR
Pennsylvania(6/14/2024)
RR
Tennessee(6/14/2024)
IAR
Texas(12/13/2022)
RR
Texas(6/14/2024)
RR
Virginia(6/14/2024)
RR
Washington(6/14/2024)
RR
Wisconsin(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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SYNTEGRA PRIVATE WEALTH GROUP LLC
President & Private Wealth AdvisorCRD#: 323180Chesterfield, MO 63017TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
