Erin N. Burks

SYNTEGRA PRIVATE WEALTH GROUP LLC

Chesterfield, MO 63017

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CRD#: 6237336

Professional summary

Erin N Burks, who also goes by Erin N Roettger, is a registered financial advisor currently at SYNTEGRA PRIVATE WEALTH GROUP LLC located in Chesterfield, Missouri and OSAIC WEALTH, INC. located in Chesterfield, Missouri.

Erin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Erin has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin N Roettger

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. 220 Cap Au Gris Position: Co-Owner Nature: Rental Property Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 06/11/2008 Address: 220 Cap Au Gris, Troy MO 63379 2. MV HIGH PERFORMANCE POSITION: Employee NATURE: MV High Performance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/24/2023 ADDRESS: 14567 N Outer Forty Rd, Suite 225, Chesterfield MO 63017 DESCRIPTION: Employee of the firm. 3. SYNTEGRA PRIVATE WEALTH GROUP IRIA POSITION: Registered office assistant NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 11/01/2022 ADDRESS: 14567 N Outer Forty Rd, Suite 225, Chesterfield MO 63017 DESCRIPTION: Provide Investment Advisory services 4. NOTARY PUBLIC POSITION: Notary public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/15/2017 ADDRESS: 1121 Ridge Rd, Troy MO 63379, United States DESCRIPTION: Notarize various business related documents.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin N Burks'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®

None

Experience

Current

November 7, 2022 - Present

SYNTEGRA PRIVATE WEALTH GROUP LLC

Office #1: 14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017

RIA

CRD#: 323180

Chesterfield, MO

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 14567 N Outer Forty Rd Ste 225, Chesterfield, MO 63017

RIA

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.

CRD#: 10205

CHESTERFIELD, MO

Past

November 19, 2018 - January 3, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CHESTERFIELD, MO

Past

November 19, 2018 - January 3, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CHESTERFIELD, MO

Past

September 20, 2018 - November 30, 2018

CORNERSTONE WEALTH MANAGEMENT, LLC

RIA

CRD#: 164666

Lake Saint Louis, MO

Past

March 6, 2018 - December 14, 2018

LPL FINANCIAL LLC

CRD#: 6413

LAKE ST LOUIS, 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".

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.

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)

Missouri
(6/14/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/18/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/6/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180 / SEC#: 801-126688

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

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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

SEC notice filing (24 States and Territories)

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 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.

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Firm Stability Insights

Erin N. Burks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin N Burks's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

ARBOR POINT ADVISORS

SECURITIES AMERICA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CORNERSTONE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

SYNTEGRA PRIVATE WEALTH GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/18/2018

SIE

Date: 10/1/2018

Series 7

Date: 3/6/2018

FINRA

Current Firm

SYNTEGRA PRIVATE WEALTH GROUP LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYNTEGRA PRIVATE WEALTH GROUP LLC

TRUST BUT VERIFY

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