linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Amy L Buchheit

Intrua Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amy? Claim Your Profile

About Amy L Buchheit

Amy Buchheit is a financial advisor with Intrua Financial based in Marble Hill, MO. Amy has been in the industry since April 2013 and has experience with both individual and institutional clients. Amy is licensed to provide investment advice in Texas and has earned the Series 6, 7, 63 and 66 licenses. Amy's practice focuses on financial planning, portfolio management, and selection of other advisors. Amy is dedicated to helping her clients achieve their financial goals and providing them with personalized advice.

Firm Information

Amy Buchheit is currently registered with Intrua Financial. Intrua Financial is a registered investment advisor headquartered in Houston, TX. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Intrua Financial manages approximately $1.66 billion in assets for individuals, corporations, charitable organizations, and pension plans. They have a team of over 40 licensed agents and investment advisor representatives.
Intrua Financial

3737 BUFFALO SPEEDWAY

HOUSTON, TX 77098

$1.66B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amy Buchheit’s Registration & Firm History

MO

04/18/2024 - Present

Intrua Financial (Marble Hill MO)

MO

05/05/2014 - 04/17/2024

LARSON FINANCIAL SECURITIES, LLC (ST. LOUIS MO)

OH

04/24/2013 - 05/12/2014

W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)

Not sure if Amy L Buchheit is right for you?

Licenses & Designations

BOTH

Issued 06/13/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/14/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/23/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy L Buchheit.
Not sure if Amy L Buchheit is right for you?