AdvisorOS Directory
Claim Profile
Unclaimed Profile
RT

Rita Elizabeth Tholt

BUILD ASSET MANAGEMENT, LLC·JEFFERSON CITY, Missouri
SIE, Series 7, Series 7TO, Series 24, Series 53, Series 63, Series 65Clean recordBUILD ASSET MANAGEMENT, LLC
3608 WEST TRUMAN BLVD., JEFFERSON CITY, MO 65109CRD# 2194696Firm CRD# 298354

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rita Elizabeth Tholt · JEFFERSON CITY, MO
Registration
CRD #2194696 · BUILD ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 53
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BUILD ASSET MANAGEMENT, LLC
CRD 298354 · SEC 801-122911
AUM
$109M
Regulatory assets under management
Employees
6
8 client accounts
Services offered by BUILD ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at BUILD ASSET MANAGEMENT, LLC →
Introduction

Speak with Rita

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rita is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in JEFFERSON CITY?

Browse all registered financial advisors in JEFFERSON CITY, Missouri or claim this profile if it's yours.

Browse JEFFERSON CITY AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Rita Elizabeth Tholt offer?
Rita Elizabeth Tholt specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in JEFFERSON CITY, Missouri for a consultation.
What are Rita Elizabeth Tholt's credentials?
Rita Elizabeth Tholt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rita Elizabeth Tholt located?
Rita Elizabeth Tholt is based in JEFFERSON CITY, Missouri, working with BUILD ASSET MANAGEMENT, LLC. Their office serves clients in the JEFFERSON CITY metropolitan area and surrounding communities.
How does Rita Elizabeth Tholt charge for services?
Rita Elizabeth Tholt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUILD ASSET MANAGEMENT, LLC?
BUILD ASSET MANAGEMENT, LLC has approximately 6 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BUILD ASSET MANAGEMENT, LLC

Matthew G. Dines
JEFFERSON CITY, MO
David Edward Martin
JEFFERSON CITY, MO
John L. Ruth
JEFFERSON CITY, MO

More Advisors in JEFFERSON CITY, Missouri

Joshua Ryan Hargrove
THE CENTRAL TRUST BANK·JEFFERSON CITY, MO
Bruce Alden Ring
THE CENTRAL TRUST BANK·JEFFERSON CITY, MO
Donald R. Perdue
THE CENTRAL TRUST BANK·JEFFERSON CITY, MO
David William Roehl
THE CENTRAL TRUST BANK·JEFFERSON CITY, MO
Michael Kevin Mccoy
THE CENTRAL TRUST BANK·JEFFERSON CITY, MO
Joanne Pauline Scheperle
THE CENTRAL TRUST BANK·JEFFERSON CITY, MO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (349)KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)LEE'S SUMMIT (10)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideCHESTERFIELD GuideSAINT LOUIS Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Request removal of this profile