Advisors at this firm
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.