Nicholas Werkmeister (CRD# 7307760) is an Investment Advisor Representative working at Genex Consulting in Kirkwood, MO and has over 3 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Genex Consulting LLC | Kirkwood, MO | Jul 2021 - Current | 2 |
| Private Client Services | Kirkwood, MO | Mar 2021 - Current | 3 |
| Rhi | San Ramon, CA | Oct 2020 - Feb 2021 | < 1 |
| Wells Fargo Clearing Services LLC | St. Louis, MO | Oct 2020 - Feb 2021 | < 1 |
| Unemployed | St. Louis, MO | Jul 2020 - Oct 2020 | < 1 |
| Codilis, Moody & Circelli P.c. | Clayton, MO | Aug 2017 - Jul 2020 | 2 |
| Blase & Associates LLC | Chesterfield, MO | Jan 2016 - Aug 2017 | 1 |
| Imo's Pizza | St. Louis, MO | Aug 2009 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2021 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- MO
-
Total Assets Under Management605MILLIONS
-
Total Number of Accounts2,465ACCOUNTS
-
Average Account Value$245,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, IA, IL, IN, KS, LA, MO, NC, NE, NY, OH, OK, OR, TN, TX, WA
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