AH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
227 clients
Average Client Portfolio
$182K average
Assets Under Management
$41.3M
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
Investment ManagementTax PlanningInsurance Planning
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Advisor Information
Office location
6244 Hwy 100 Ste 120, Washington, MO, 63090
Get directionsRegulatory History
Clean regulatory record
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
Annmarie is a notary public, a member of several local organizations, and an insurance agent since 2011. As an insurance agent, she reviews clients' life insurance policies, dedicating a few hours per week.
Employment History
Current Registrations
Wealth Management Advisors, INC.
February 2020 - Present · 5 yrs 11 mos
Previous Registrations
Sagepoint Financial, INC.
July 2016 - December 2019 · 3 yrs 5 mos
Sagepoint Financial, INC.Broker
November 2011 - December 2019 · 8 yrs 1 mo
Edward Jones Broker
September 2005 - November 2011 · 6 yrs 2 mos
State Registrations2 states
ILMO
Advisor
Exams
No exam information available for this advisor.