Sarah Burkemper, financial advisor Troy MO

Sarah Burkemper

CRD Number: 4226072
Current Firm: Syntegra Private Wealth Group LLC

Sarah Burkemper (CRD# 4226072) is an Investment Advisor Representative working at Syntegra Private Wealth Group LLC in Troy, MO and has over 23 years of experience in the finance industry. Sarah Burkemper 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.

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Professional Designations
Company Name Location Dates Years
Syntegra Private Wealth Group LLC Troy, MO Oct 2022 - Current 1
Securities America, Inc. Troy, MO Jan 2019 - Current 5
Arbor Point Advisors Troy, MO Jan 2019 - Dec 2022 3
Ameriprise Financial Services, Inc. Troy, MO Jul 2016 - Jan 2019 2
Cetera Investment Advisers LLC Schaumburg, IL Jan 2001 - Jul 2016 15
Cetera Financial Specialists LLC Schaumburg, IL Jun 2000 - Jul 2016 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Sarah B. Burkemper
Phone Number: 314-802-7232
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,018
    MILLIONS
  • Total Number of Accounts
    4,195
    ACCOUNTS
  • Average Account Value
    $242,557
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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

AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MI, MO, NC, NE, NH, NY, OH, PA, TN, TX, WA

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