Jeffrey
Fiehler

Syntegra Private Wealth Group LLC

CRD#5079523
Investment Advisor
in Chesterfield, MO

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About this Advisor

Jeffrey Fiehler is a financial advisor based in Chesterfield, Missouri, working with Syntegra Private Wealth Group LLC. Jeffrey has previously held positions at Securities America, Inc, Arbor Point Advisors, Syntegra Private Wealth Group LLC, Osaic Wealth, Inc, and Ameriprise Financial Services, Inc. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Missouri, and Texas. Currently, Jeffrey is part of Syntegra Private Wealth Group LLC, which operates out of Chesterfield, Missouri. The firm has 3 offices and 19 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Syntegra Private Wealth Group LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14567 N Outer 40 Rd Ste 225
Chesterfield, MO 63017

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Syntegra Private Wealth Group LLC Brokerage Details

Total Assets Under Management

$1,017,526,426

MO Average: $11,469,110,461
Total Number of Employees

19

MO Average: 458
Total Number of Accounts

4,195

MO Average: 33,415
Average Account Size

$242,557

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jeffrey Fiehler Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2022 - Present (2 years)

Syntegra Private Wealth Group LLC

2019 - Present (5 years)

Securities America, Inc

2019 - 2022 (3 years)

Arbor Point Advisors

2006 - 2019 (13 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Jeffrey Fiehler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Syntegra Private Wealth Group LLC

Nathan Burke
Chesterfield, MO
Erin Burks
Chesterfield, MO
Terry Moyers
Chesterfield, MO
Jessica Brown
Chesterfield, MO
Stephen Eifler
Chesterfield, MO
Jeffrey Fiehler
Chesterfield, MO
Brent Roever
Chesterfield, MO
Thomas Burke
Chesterfield, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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