AB
Amy L. Buchheit
INTRUA FINANCIAL
Marble Hill, MO
Some features on this profile are disabled
CRD#: 5887656
AB
Professional summary
Amy L Buchheit, who also goes by Amy Lynn Krauska, Amy Lynn Krauslea, Amy Lynn Twidwell, is a registered financial advisor currently at INTRUA FINANCIAL located in Marble Hill, Missouri.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Amy has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amy Lynn Krauska | Amy Lynn Krauslea | Amy Lynn Twidwell
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.
BUCHHEIT FINANCIAL SERVICES, LLC POSITION: Owner/Financial Planner NATURE: Investment related business INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2020 ADDRESS: 17987 Black Duck Lane , Marble Hill, MO 63764 DESCRIPTION: Offering Financial Advisory Services through Larson Financial Group LLC which includes: Manage existing client relationships, service accounts including investment management and rebalancing of portfolios, audit of insurance needs, updates to existing financial plans. On board new clients, implement products / solutions to meet goals, build comprehensive financial plans. As the owner, I manage all finances and book keeping associated with said business DAB LEASING, LLC - Since 05/2021, Owner/Manager, Semi Trailer Leasing,17987 Black Duck Lane, Marble Hill, MO 63764, not investment related, less than 1 hr/month BUCHHEIT PROPERTIES, LLC - Since 2020, Owner/Manager, Vacation Rental By Owner, 7901 4th St N STE 300 St. Petersburg, FL 33702, not investment related, less than 5 hrs/month
CRS (Client Relationship Summary) - RIA
Click below to view Amy L Buchheit'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
April 18, 2024 - Present
INTRUA FINANCIAL
RIA
CRD#: 281554
Marble Hill, MO
Past
September 17, 2018 - April 17, 2024
LARSON FINANCIAL GROUP, LLC
RIA
CRD#: 140599
SAINT LOUIS, MO
Past
May 5, 2014 - April 17, 2024
LARSON FINANCIAL SECURITIES, LLC
BD
CRD#: 152517
ST. LOUIS, MO
Past
April 24, 2013 - May 12, 2014
W&S BROKERAGE SERVICES, INC.
BD
CRD#: 8099
CINCINNATI, OH
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".
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
Registered Investment Advisory firm - (10/23/2015 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.Highlighted states indicate IAR registrations
IAR
Texas(4/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
Registered Investment Advisory firm - (10/23/2015 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
3737 Buffalo Speedway Suite 400, Houston, TX 77098
Mailing Address
Phone number
(713) 355-9910
Established
Firm type
Fiscal year end
# of Employees
48
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,051 |
| AUM (Assets Under Management) | $ 1,212,765,982 |
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.
