Trustee · Parkwoods Wealth Partners, LLC
Deirdre M. Kochanski
CRD 1953073 · Named on Form ADV at one SEC-registered adviser
At a glance
Parkwoods Wealth Partners, LLC, an SEC-registered wealth manager based in Clayton, MO with $1.8 billion in regulatory assets, lists Deirdre M. Kochanski on its Form ADV as Trustee, a control person.
Firms and roles
- Parkwoods Wealth Partners, LLCTrusteeWealth manager · Clayton, MO · $1.8B in regulatory assets
AtlasMembers
Deirdre’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (14)
- Christopher H. GardnerOwner / Chief Compliance Officer, Parkwoods Wealth Partners, LLC
- Edward M. EdwinOwner | Chief Operating Officer, Parkwoods Wealth Partners, LLC
- Kevin O. ReillyOwner | Chief Financial Officer, Parkwoods Wealth Partners, LLC
- April M. MuellerOwner, Parkwoods Wealth Partners, LLC
- Jeffrey M. CampbellOwner, Parkwoods Wealth Partners, LLC
9 more people named with Deirdre on the same filings, with titles and firms. Free in Atlas with a free account.
See all 14 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Deirdre’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.