Unclaimed Profile

Amy L Buchheit

LARSON CAPITAL MANAGEMENT, LLC·CHESTERFIELD, Missouri

SIE, Series 6, Series 7, Series 63, Series 66Clean record7 years registeredLARSON CAPITAL MANAGEMENT, LLC

14567 NORTH OUTER 40, CHESTERFIELD, MO 63017CRD# 5887656Firm CRD# 301971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy L Buchheit · CHESTERFIELD, MO

Registration

CRD #5887656 · LARSON CAPITAL MANAGEMENT, LLC · 7 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Feb 2026 – present

INTRUA FINANCIAL

Apr 2024 – present

LARSON FINANCIAL GROUP, LLC

Sep 2018 – Apr 2024

SAINT LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · September 17, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LARSON CAPITAL MANAGEMENT, LLC

CRD 301971 · SEC 801-116807

AUM

$833M

Regulatory assets under management

Employees

47 client accounts

Services offered by LARSON CAPITAL MANAGEMENT, LLC

Per Form ADV

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at LARSON CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Amy L Buchheit offer?

Amy L Buchheit specializes in Retirement Planning. Contact their office in CHESTERFIELD, Missouri for a consultation.

What are Amy L Buchheit's credentials?

Amy L Buchheit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy L Buchheit located?

Amy L Buchheit is based in CHESTERFIELD, Missouri, working with LARSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.

How does Amy L Buchheit charge for services?

Amy L Buchheit's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LARSON CAPITAL MANAGEMENT, LLC?

LARSON CAPITAL MANAGEMENT, LLC has approximately 13 employees and manages $833M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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