Daryl Tegtmeier (CRD# 2344045) is an Investment Advisor Representative working at Epoch Family Wealth in Lake Saint Louis, MO and has over 30 years of experience in the finance industry. Daryl Tegtmeier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epoch Family Wealth | St. Louis, MO | Nov 2016 - Current | 7 |
| Panoptic Wealth Advocates | St. Louis, MO | Dec 2012 - Feb 2017 | 4 |
| Lpl Financial, LLC | St. Louis, MO | Jan 2008 - Feb 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2002 |
- MO
-
Total Assets Under Management5MILLIONS
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Total Number of Accounts9ACCOUNTS
-
Average Account Value$608,444
- 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
- Other
MO
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