Cheryl StraatmannSenior Registered Client Associate
Working as Client Associate
A client associate’s role is to support the financial advisor and his/her clientele. The associate provides an additional layer of knowledge to the behind the scenes operational functions.
Background and experience
Cheryl began her career in the securities industry with a small boutique firm in Clayton, MO. She joined Wells Fargo Advisors over 20 years ago and has held various positions within the organization. These other experiences give her some additional insight into both internal & external processes. She is highly dedicated to helping clients navigate the various procedures using her years of expertise. She is delighted to be aligned with the Wacker Financial Group of Wells Fargo Advisors and their approach to both client and team member success.
Away from the office
Outside of the office, Cheryl enjoys spending time with her family and most certainly her pets. She was raised in St. Louis, but spent many years in Texas and 1 year in southern France. She graduated from Trinity University in San Antonio, Texas with degrees in International Business and French. In her free time, she loves horses, glamping and trail riding with friends.
Bob Wacker California Insurance License Number 4204014
Matt Wacker California Insurance License Number 4204016
Investment and Insurance Products:
· Not FDIC Insured
· No Bank Guarantee
· May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. ©2022 Wells Fargo Clearing Services, LLC. CAR-0622-04245
* Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2022 Five Star Wealth Manager
This award was issued on October 1st, 2022 by Five Star Professional (FSP) for the time period January 24th, 2022 through July 22nd, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2,418 wealth managers in St. Louis area were considered for the award; 158 (7%of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.