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Samuel S. Heveroh

ST. LOUIS, MO 63127
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CRD#: 7129416
SH

Professional summary


Samuel Schaedler Heveroh, who also goes by Samuel Schaedler Heveroh, Samuel Heveroh, was a registered financial advisor .

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Samuel had worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Samuel Schaedler Heveroh | Samuel Heveroh

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. Licensed insurance professional; Same address; not investment-related; less than 10% of time.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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 30, 2025 - Present

Office #1: 3770 South Lindbergh Boulevard, Suite 102, St. Louis, MO 63127
ST. LOUIS, MO
Past

March 14, 2023 - September 30, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
St. Louis, MO
Past

March 14, 2023 - September 30, 2025

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
St. Louis, MO
Past

January 27, 2020 - March 31, 2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
ST LOUIS, MO
Past

January 16, 2020 - March 31, 2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
ST LOUIS, MO
Past

July 26, 2019 - December 19, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, 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
(9/30/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/24/2020
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/26/2019
General Securities Representative Examination
General Industry/Product Exam

Current firm


No current employment

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.

Company Information


No current employment

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