Amanda L. Roberds

CLARK FINANCIAL SERVICES GROUP

Chesterfield, MO 63017

Some features on this profile are disabled

CRD#: 6484159

Professional summary

Amanda Lee Roberds, who also goes by Amanda Lee Shepherd, is a registered financial advisor currently at CLARK FINANCIAL SERVICES GROUP, INC. located in Chesterfield, Missouri.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Amanda has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amanda Lee Shepherd

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Lee Roberds'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

September 10, 2018 - Present

CLARK FINANCIAL SERVICES GROUP, INC.

Office #1: 14310 Olive Blvd, Chesterfield, MO 63017

RIA

CRD#: 110650

Chesterfield, MO

Past

October 19, 2015 - August 27, 2018

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

CHESTERFIELD, MO

Past

July 13, 2015 - August 27, 2018

CHARLES SCHWAB & CO., INC.

CRD#: 5393

CHESTERFIELD, 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".

CLARK FINANCIAL SERVICES GROUP, INC.

CLARK FINANCIAL SERVICES GROUP INC | GARDIUS WEALTH ADVISORS | CLARK FINANCIAL SERVICES GROUP, INC.

CRD#: 110650 / SEC#: 801-50052

RIA

Registered Investment Advisory firm - (9/18/1995 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

Missouri
(9/10/2018)

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: 10/19/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/2015

General Securities Representative Examination

Current Firm

CLARK FINANCIAL SERVICES GROUP, INC.

CLARK FINANCIAL SERVICES GROUP INC | GARDIUS WEALTH ADVISORS | CLARK FINANCIAL SERVICES GROUP, INC.

CRD#: 110650 / SEC#: 801-50052

RIA

Registered Investment Advisory firm - (9/18/1995 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

14310 Olive Blvd, Chesterfield, MO 63017

Mailing Address

Phone number

(314) 469-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,873
AUM (Assets Under Management)	$ 456,056,104

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/29/2025	Cover Page	Report
01/13/2025	Cover Page	Report
12/19/2023	Cover Page	Report
01/03/2023	Cover Page	Report

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.

Similar Advisors

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

IAR

ST. LOUIS, MO

Michael Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

ST. PETERS, MO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Amanda L. Roberds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Lee Roberds's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARK FINANCIAL SERVICES GROUP, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

CLARK FINANCIAL SERVICES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/19/2015

SIE

Date: 8/27/2018

Series 7

Date: 7/13/2015

Current Firm

CLARK FINANCIAL SERVICES GROUP, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLARK FINANCIAL SERVICES GROUP, INC.

TRUST BUT VERIFY

Similar Advisors