Allison Fuehne, financial advisor Chesterfield MO
93 score

Allison Fuehne

CRD Number: 5375056
Current Firm: Summit X

Allison Fuehne (CRD# 5375056) is an Investment Advisor Representative working at Summit X in Chesterfield, MO and has over 9 years of experience in the finance industry.

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Visionary Wealth Advisors, LLC
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Mar 2016 - Current < 1
Summit X LLC Chesterfield, MO Feb 2016 - Current < 1
Axa Advisors, LLC New York, NY Jun 2007 - Feb 2016 8
Planning Associates St. Louis, MO Jan 2007 - Jun 2007 < 1
St. Louis University St. Louis, MO Sep 2003 - May 2007 3
Lutheran Family & Children Services St. Louis, MO Sep 2006 - Apr 2007 < 1
Imo's Pizza Springfield, MO Jan 2001 - Aug 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Allison M. Fuehne
Phone Number: 636-590-7169
Firm Website:
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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