Syntegra Private Wealth Group LLC logo

Syntegra Private Wealth Group LLC

Updated today

Client assets under management

$1,390,635,441

Clients

2,112

17% high-net worth

Advisors

12

of 20 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

176

Very High

Average account size

$658,445

About

Syntegra Private Wealth Group provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses, managing approximately $1.39 billion in discretionary assets for over 2,100 clients. The firm also recommends and monitors third‑party money managers, offers firm‑developed model portfolios, and provides financial planning as either an adjunct to portfolio management or as a standalone engagement.

The firm ordinarily manages client accounts on a discretionary basis and tailors strategies to individual objectives and risk tolerance, using model portfolios and, where applicable, sub‑advisers. Its stated methods include modern portfolio theory alongside fundamental and technical analysis, and it may implement a range of instruments and strategies — from ETFs and mutual funds to options, interval funds, structured products, margin and ESG‑aware selections — based on client suitability.

Noteworthy disclosures in the brochure include an affiliated tax and business services entity (Syntegra Tax & Business Services LLC) through which representatives offer tax planning and preparation, and the fact that some representatives are registered with Private Client Services and licensed for insurance sales, arrangements the firm identifies as creating potential conflicts of interest. The firm’s client and personnel figures imply a relatively high client‑per‑advisor workload, which may affect how services are delivered and overseen.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

ESG / Sustainable investing

Fee options

Fixed

Financial planning fees typically range from $500 to $10,000 per year, negotiable.

Percentage

up to 1.5% annually (negotiable)

Commissions

Registered representatives receive commissions for securities transactions and insurance products separate from advisory fees.

Main office location

Syntegra Private Wealth Group LLC

14567 N Outer 40 Rd, Ste 225

Chesterfield MO 63017, United States

Number of offices

4

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Michigan · Missouri · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nathan B

CFP®, Series 65

Chesterfield, MO

Syntegra Private Wealth Group LLC

Nathan Burke is a CFP® and Series 65-registered advisor with Syntegra Private Wealth Group LLC, based in Chesterfield, MO. He has two years of industry experience and has held roles at Private Client Services, LLC and OSAIC. Burke is also active as a client service specialist with Osaic Wealth, Inc. Syntegra Private Wealth Group LLC manages approximately $1.19 billion in discretionary assets for over 2,400 clients, including individuals, pension plans, charitable organizations, and businesses. The firm emphasizes tailored discretionary portfolio management using model portfolios and sub-advisers, focusing on ETFs, mutual funds, and individual securities, supported by institutional custodial platforms and automated rebalancing.

ESG / Sustainable investing
user avatar

Jeffrey F

Series 66

Chesterfield, MO

Syntegra Private Wealth Group LLC

Jeffrey Fiehler is a financial advisor at Syntegra Private Wealth Group LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc., Securities America, Inc., and Osaic Wealth, Inc. Outside of his advisory role, he is involved in agricultural and farming businesses, including poultry egg production and farming operations, as well as managing a staffing and management company. Syntegra Private Wealth Group LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.19 billion in discretionary assets. The firm provides tailored discretionary portfolio management, financial planning, and tax services through affiliated entities, utilizing model portfolios, third-party managers, and institutional custodial platforms.

ESG / Sustainable investing
user avatar

Thomas B

CFP®, ChFC®, Series 63

Chesterfield, MO

Syntegra Private Wealth Group LLC

Thomas Burke is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with Syntegra Private Wealth Group LLC, where he has worked since 2022. His prior experience includes roles at Ameriprise Financial Services, Inc., Securities America, Inc., Arbor Point Advisors, and Osaic Wealth, Inc. Outside of his advisory work, Burke owns and operates a high-end auto storage and service business. Syntegra Private Wealth Group LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.19 billion in discretionary assets. The firm focuses on tailored discretionary portfolio management using model portfolios and sub-advisers, emphasizing ETFs, mutual funds, and individual securities while employing institutional custodial platforms and automated rebalancing.

ESG / Sustainable investing
user avatar

Isaac B

Series 65

Chesterfield, MO

Syntegra Private Wealth Group LLC

Isaac Butler is a financial advisor at Syntegra Private Wealth Group LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Foundations Investment Advisors, The Chamberlin Group, and Northwestern Mutual. Butler is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars aimed at reducing financial illiteracy. Syntegra Private Wealth Group LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.19 billion in discretionary assets. The firm focuses on tailored discretionary portfolio management using model portfolios and sub-advisers, emphasizing ETFs, mutual funds, and individual securities.

ESG / Sustainable investing
user avatar

Michael B

Series 66

Chesterfield, MO

Syntegra Private Wealth Group LLC

Michael Bauer is a financial advisor at Syntegra Private Wealth Group LLC with five years of industry experience. He holds the Series 66 designation and has worked at Syntegra since 2022. Prior to his advisory career, he spent 20 years at Maritz Travel and continues to work as an independent contractor in the hospitality industry with Prestige Global Meeting Source. Syntegra Private Wealth Group LLC advises individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.19 billion in discretionary assets. The firm employs tailored discretionary portfolio management using model portfolios and sub-advisers, focusing on ETFs, mutual funds, and individual securities, supported by institutional custodial platforms and automated rebalancing.

ESG / Sustainable investing
user avatar

Payton L

Series 65

Chesterfield, MO

Syntegra Private Wealth Group LLC

Payton La Foy is a financial advisor with Syntegra Private Wealth Group LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Syntegra, La Foy worked at Private Client Services, LLC and OSAIC. Syntegra Private Wealth Group LLC manages approximately $1.19 billion in discretionary assets for over 2,400 clients, offering tailored portfolio management, financial planning, and tax-related services primarily for individuals, pension plans, charitable organizations, and businesses. The firm emphasizes the use of model portfolios, institutional custodial platforms, and a standardized operating model to serve a large client base efficiently.

ESG / Sustainable investing
user avatar

Spencer B

Series 65

Chesterfield, MO

Syntegra Private Wealth Group LLC

Spencer Barr is a financial advisor at Syntegra Private Wealth Group LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at OSAIC and Lindenwood University. Syntegra Private Wealth Group LLC manages approximately $1.19 billion in discretionary assets for over 2,400 clients, including individuals, pension plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning using firm-developed model portfolios and third-party sub-advisers, focusing on ETFs, mutual funds, and individual securities.

ESG / Sustainable investing
user avatar

Terry M

Series 66

Chesterfield, MO

Syntegra Private Wealth Group LLC

Terry Moyers is a financial advisor at Syntegra Private Wealth Group LLC with 14 years of industry experience and holds a Series 66 designation. His prior roles include positions at Ameriprise Financial Services, Arbor Point Advisors, Securities America, Inc., and Osaic Wealth, Inc. Moyers is also licensed as an insurance agent. Syntegra Private Wealth Group LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.19 billion in discretionary assets across more than 2,400 clients. The firm employs firm-developed model portfolios and sub-advisers with a focus on ETFs, mutual funds, and individual securities, supported by institutional custodial platforms and automated rebalancing.

ESG / Sustainable investing
user avatar

Sarah B

CFP®, Series 66

Chesterfield, MO

Syntegra Private Wealth Group LLC

Sarah Burkemper is a CFP® with 25 years of industry experience, currently serving as an investment adviser representative at Syntegra Private Wealth Group LLC. Her career includes roles at firms such as SECURITIES AMERICA, Ameriprise Financial Services, and Cetera. Outside of advisory work, she is a CPA and owns a tax practice, and she serves on several local nonprofit boards, including Community Opportunities of Lincoln County and Mercy Hospital Lincoln. Syntegra Private Wealth Group LLC manages approximately $1.19 billion in discretionary assets for over 2,400 clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm emphasizes tailored discretionary management through model portfolios and sub-advisers, focusing on ETFs, mutual funds, and individual securities, supported by institutional custodial platforms and technology.

ESG / Sustainable investing
user avatar

Brent R

CFP®, Series 66

Chesterfield, MO

Syntegra Private Wealth Group LLC

Brent Roever is a CFP® with six years of industry experience, currently serving as an advisor at Syntegra Private Wealth Group LLC. His prior roles include positions at Private Client Services, OSAIC, Securities America, Inc., Arbor Point Advisors, Boeing Company, and American Railcar Industries. Outside of his advisory work, he is involved with Montauk Springs Subdivision Water System, Inc., where he manages dues collection and payment processing for community water system maintenance. Syntegra Private Wealth Group LLC advises individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.19 billion in discretionary assets. The firm emphasizes tailored discretionary portfolio management using model portfolios, third-party managers, and primarily ETFs, mutual funds, and individual securities, supported by institutional custodial platforms and automated rebalancing.

ESG / Sustainable investing
user avatar

Jessica B

Series 66

Chesterfield, MO

Syntegra Private Wealth Group LLC

Jessica Brown is a financial advisor at Syntegra Private Wealth Group LLC with nine years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Ameriprise Financial Services, Securities America, Inc., and Arbor Point Advisors. Brown is also licensed as an insurance agent with Highland Capital. Syntegra Private Wealth Group LLC manages approximately $1.19 billion in discretionary assets for over 2,400 clients, including individuals, pension plans, charitable organizations, and businesses. The firm employs tailored discretionary portfolio management using model portfolios and sub-advisers, focusing primarily on ETFs, mutual funds, and individual securities.

ESG / Sustainable investing
user avatar

Erin B

Series 66

Chesterfield, MO

Syntegra Private Wealth Group LLC

Erin Burks is a financial advisor with Syntegra Private Wealth Group LLC, holding a Series 66 designation and eight years of industry experience. She has worked at several firms, including Edward Jones, LPL Financial, and Ameriprise Financial Services, Inc. Outside of her advisory role, she is a commissioned notary public. Syntegra Private Wealth Group LLC advises individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.19 billion in discretionary assets. The firm focuses on tailored discretionary portfolio management using model portfolios and sub-advisers, primarily investing in ETFs, mutual funds, and individual securities.

ESG / Sustainable investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")