Annmarie Hoerr (CRD# 2302175) is an Investment Advisor Representative working at Wealth Management Advisors, Inc. in Washington, MO and has over 18 years of experience in the finance industry.
CRD# 3168400
Creative Planning
CRD# 5472794
Fidelity Personal And Workplace Advisors
CRD# 2770239
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Management Advisors Inc. | Washington, MO | Jan 2020 - Current | 4 |
| Sagepoint Financial, Inc. | Washington, MO | Jun 2016 - Dec 2019 | 3 |
| Sagepoint Financial, Inc. | Washington, MO | Nov 2011 - Dec 2019 | 8 |
| Sagepoint Financial LLC | Washington, MO | Nov 2011 - Dec 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- IL
- MO
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts336ACCOUNTS
-
Average Account Value$102,936
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
FL, IL, MO, TX
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