Brent Alvin Roever
Investment adviser representative at Syntegra Private Wealth Group LLC
20 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Private Client ServicesFeb 2026 to now
- Syntegra Private Wealth Group LLCOct 2022 to now
- Osaic Wealth, Inc.Jun 2024 to Feb 2026
- Securities America, Inc.Jul 2020 to Jun 2024
- Arbor Point AdvisorsJul 2020 to Dec 2022
- Boeing CompanyApr 2018 to Jun 2020
- American Railcar IndustriesOct 2006 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (CO, MO, TX).
Syntegra Private Wealth Group LLC
$1.4BAssets managed
2,125Clients
12Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7205243
- Firm CRD
- 323180