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Annmarie Hoerr

Advisor at Wealth Management Advisors, inc.

Updated today

Location

Washington, MO 63090

Credentials

Series 63, Series 66

Industry experience

20 years

About

Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior experience includes roles at Sagepoint Financial, Inc. and Sagepoint Financial LLC. Outside of advising, she is a notary public in Missouri and participates in several community organizations, including the Washington Optimist Club and Women With Purpose, a nonprofit focused on professional and personal development for women. Wealth Management Advisors, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers individualized portfolio management and financial planning, working primarily on a non-discretionary basis and utilizing both fundamental and technical analysis in its investment recommendations.

Client services

Based on Wealth Management Advisors, inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Business management consultation

Expertise

Based on Wealth Management Advisors, inc.

Annuities

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Fee options

Percentage

$0 - $250,000: 1.20% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.50% $4,000,001 - $5,000,000: 0.50% $5,000,001 - $7,000,000: 0.25% $7,000,001 - $8,000,000: 0.15% $8,000,001+: 0.15%

Project-based

$50-$350 per hour depending on staff level and services rendered

Other

Account minimum: $10,000 (for AssetMark Platform Mutual Fund accounts; higher minimums apply depending on investment solution) Minimum fee: Annual minimum Platform fee of $350 for certain ETF and mutual fund investment solutions

Location

6244 Hwy 100 Ste 120

Washington, MO 63090

Most active in

Illinois · Missouri

Work history

Wealth Management Advisors Inc.

2020 - Present (6 years)

Sagepoint Financial, Inc.

2016 - 2019 (3 years)

Sagepoint Financial LLC

2011 - 2019 (8 years)

Sagepoint Financial, Inc

2011 - 2019 (8 years)

Disclosures

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

Business activities & affiliations

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Christopher A

CFA®, Series 66

Marthasville, MO

1035 Capital Management LLC

Christopher Abbott is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Argent Capital Management and has been with 1035 Capital Management LLC since 2019. Abbott is also an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back office support for financial advisors. 1035 Capital Management LLC offers discretionary portfolio management to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs proprietary model strategies focused on preferred stocks and commodities, combining fundamental analysis with sector rotation and trend models to manage risk and diversification.

Concentrated stock management Active portfolio management Factor investing / smart beta
user avatar

Kevin L

CFP®, Series 63

Washington, MO

Lang & Becker, Inc.

Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.

Concentrated stock management Options & derivatives strategies
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Kolby L

Series 63, Series 66

Washington, MO

Lang & Becker, Inc.

Kolby Lang is a financial advisor with Lang & Becker, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup and TDAmeritrade. Lang & Becker serves individual clients, including high net worth individuals, and businesses by providing personalized investment advisory and financial planning services. The firm manages approximately $98.8 million across about 69 accounts, utilizing the Osaic Wealth Management platform and a range of strategies from mutual funds to higher-risk investments for qualified clients.

Concentrated stock management Options & derivatives strategies
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John M

Series 63, Series 65

Labadie, MO

Vicus Capital, Inc.

John Mazzola is a financial advisor with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Vicus Capital since 2010 and concurrently at Cetera Wealth Services, LLC since 2013, as well as West County Financial Services & Insura since 1992. Outside of his advisory roles, Mazzola serves as president of the Stonebrook Village Homeowners Association and as a board trustee for the Wilkinson Place Homeowners Association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides ERISA fiduciary consulting alongside a range of advisory services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Larry B

Series 63, Series 65

Washington, MO

Cornerstone Wealth Management, LLC

Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
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Blake S

Series 66

Washington, MO

Cornerstone Wealth Management, LLC

Blake Swenson is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked at firms including Stifel Financial and LPL Financial. Prior to his advisory career, he was employed at the University of Mississippi and Westminster Christian Academy. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm provides tailored investment advice through advisor-led discretionary management and a variety of LPL-sponsored programs, supported by a large team of 91 advisors and technology-driven service delivery.

Charitable giving & philanthropy Founder/Business Owner Retired
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