Steven Hermann (CRD# 6346124) is an Investment Advisor Representative working at Propartners Wealth in Columbia, MO and has over 9 years of experience in the finance industry.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dvm Partners, LLC | Columbia, MO | Mar 2019 - Current | 5 |
| Ppw-sh,llc | Columbia, MO | Sep 2016 - Current | 7 |
| Propartners Wealth, LLC | Columbia, MO | Dec 2015 - Current | 8 |
| Eagle Strategies LLC | Lake Ozark, MO | Aug 2015 - Jul 2020 | 4 |
| Nylife Securities LLC | Creve Coeur, MO | Jun 2014 - Jul 2020 | 6 |
| New York Life Insurance Company | Creve Coeur, MO | Apr 2014 - Jul 2020 | 6 |
| Premier Group Benefits, Llc D.b.a Premier Group Benefits | Lake Ozark, MO | Dec 2015 - Jun 2020 | 4 |
| Grocers Legacy | Lake Ozark, MO | Feb 2016 - Nov 2019 | 3 |
| Apx, Inc. | Columbia, MO | Aug 2017 - Apr 2018 | < 1 |
| Supermarket Solutions | Lake Ozark, MO | Sep 2013 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- MO
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts323ACCOUNTS
-
Average Account Value$146,056
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
MO
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