AB
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Amy L Buchheit

12 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,227 clients
Average Client Portfolio
$376K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$10K
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Location

Marble Hill, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Amy owns Buchheit Financial Services, LLC, offering financial advisory services and managing client relationships, taking nearly full-time. She also owns and manages DAB Leasing, LLC (semi-trailer leasing) and Buchheit Properties, LLC (vacation rental), dedicating minimal time to each.

Employment History
Current Registrations
Intrua Financial
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Larson Financial Group, LLC
September 2018 - April 2024 · 5 yrs 7 mos
Larson Financial Securities, LLCBroker
May 2014 - April 2024 · 9 yrs 11 mos
W&s Brokerage Services, INC.Broker
April 2013 - May 2014 · 1 yr 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Amy L Buchheit - Financial Advisor | TrueAdvisor