Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This brochure supplement does not contain fee information. Please refer to the Wealth Management Advisors, Inc. brochure for fee details.
Areas of Practice
Advisor Information
Office location
2275 Schuetz Road, St. Louis, MO, 63146
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sherri sells individual and group insurance (life and disability) and is an investment advisor, spending most of her time on asset management, solicitation for third party money managers, and investment, estate, and tax planning. She also advises clients on outside investments, prepares taxes, and is a partner in a realty business, all requiring minimal time.