Fetzer E. Crockett

4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS

ST. LOUIS, MO

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CRD#: 5645941

Professional summary

Fetzer Eugene Crockett, who also goes by Fetzer Crockett, is a registered financial advisor currently at 4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC located in St. Louis, Missouri.

Fetzer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Fetzer has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fetzer Crockett

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. Mr. Crockett is also as a licensed insurance professional. Non-investment related. Same business address. Less than 10% of business time. 2. Insurance Authorities LLC. Mr. Crockett also provides guidance on social security matters, including benefits planning and educational workshops. Non-investment related. Same business address. Less than 10% of business time. 3. College Tuition Solutions, LLC, a firm that provides college assistance planning for parents and students. Non-investment related. Same business address. Less than 1% of business time. 4. Simple Sales Solutions, LLC is a private limited liability with the sole purpose of holding a personal real estate holding. 5. Missouri Apartment Group, LLC is a private limited liability with the sole purpose of holding a personal real estate holding.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fetzer Eugene Crockett'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®

None

Experience

Current

April 21, 2009 - Present

4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC

RIA

CRD#: 150201

ST. LOUIS, MO

Past

March 3, 2009 - April 21, 2009

NATIONAL PLANNING CORPORATION

CRD#: 29604

ST. ALBANS RD, 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

Missouri
(4/21/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/9/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/2/2009

General Securities Representative Examination

Current Firm

4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC

4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC | FUNDAMENTAL FINANCIAL ADVISORS | 4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC.

CRD#: 150201 / SEC#:

Missouri

Registered Investment Advisory firm - (4/21/2009 Approved)

Texas

Registered Investment Advisory firm - (6/3/2024 Conditional Restricted)

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Contact information

Main Address

677 Craig Road Suite 211, Creve Coeur, MO 63141

Mailing Address

Phone number

(314) 626-0677

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	290
AUM (Assets Under Management)	$ 85,987,401

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.

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Fetzer E. Crockett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fetzer Eugene Crockett's CRS (Customer Relationship Summary).

Certified licenses

Experience

4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC

NATIONAL PLANNING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 3/9/2009

Series 7

Date: 3/2/2009

Current Firm

4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC

TRUST BUT VERIFY

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