RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Sarah Beth Hartmann Burkemper
- Business email
- sarahb@syntegrapwg.comreportedsyntegrapwg.netfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Syntegra Private Wealth Group LLC independent RIA currentsince Nov 7, 2022 · Troy, Mo
- Arbor Point Advisors formerJan 3, 2019 to Dec 31, 2022 · Troy, Mo
- Ameriprise Financial Services, LLC national BDJul 19, 2016 to Jan 9, 2019 · Troy, Mo
- Cetera Investment Advisers LLC BD affiliatedJan 1, 2001 to Jul 25, 2016 · Troy, Mo
- Arbor Point Advisors to Syntegra Private Wealth Group LLCleft Dec 31, 2022, registered Nov 7, 2022 (-54 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Ameriprise Financial Services, LLC to Arbor Point Advisorsleft Jan 9, 2019, registered Jan 3, 2019 (-6 days) · Affiliated broker-dealer or bank to another · moved with a team
- Cetera Investment Advisers LLC to Ameriprise Financial Services, LLCleft Jul 25, 2016, registered Jul 19, 2016 (-6 days) · Other
- Sarah Beth Hartmann Burkemper left Arbor Point Advisors for Syntegra Private Wealth Group Llc (registered 2022-11-07)Dec 31, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address