Devin Strauss (CRD# 6898089) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 3 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 3017989
Ubs Financial Services Inc.
CRD# 5297231
Td Ameritrade, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade | St. Louis, MO | Jun 2018 - Current | 3 |
| Aerotek | St. Louis, MO | Jan 2018 - Jun 2018 | < 1 |
| Aldi Food Market | Mid Rivers, MO | Oct 2016 - Feb 2018 | 1 |
| St. Charles Community College | St. Charles, MO | Aug 2015 - May 2017 | 1 |
| Pedal Pedicabs | St. Louis, MO | May 2016 - Oct 2016 | < 1 |
| Old Spaghetti Factory | Chesterfield, MO | Oct 2015 - Jan 2016 | < 1 |
| Jarrell Contractors | St. Louis, MO | May 2015 - Sep 2015 | < 1 |
| Fritz's Frozen Custard | Ofallon, MO | Mar 2014 - May 2015 | 1 |
| Fort Zumwalt High School | Ofallon, MO | Aug 2011 - May 2015 | 3 |
| Firehouse Subs | Ofallon, MO | Nov 2014 - Mar 2015 | < 1 |
| Jimmy Johns | Ofallon, MO | Oct 2013 - Mar 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- MO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.