Financial ADVSR advisor directory · SEC adviser records
Beyond Wealth financial advisors in Kansas
Every SEC-registered investment adviser representative at a Beyond Wealth office in Kansas, by city and A to Z.
3 registered advisors work at Beyond Wealth in Kansas, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Overland Park (3). 2 list the CFP designation and 0 are also registered broker representatives.
Beyond Wealth advisors by city in Kansas
Every firm in Kansas →Beyond Wealth advisors in Kansas, A to Z
Search by name →- Brandy M. BranstetterOverland Park · Certified Financial Planner
- Hannah R. CasteelOverland Park · Certified Financial Planner
- Andrew H. ComstockOverland Park · Chartered Financial Analyst
Beyond Wealth advisors in every state →Beyond Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Beyond Wealth financial advisors are in Kansas?
3 investment adviser representatives are registered at Beyond Wealth offices in Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Kansas does Beyond Wealth have the most advisors?
Overland Park, with 3. Beyond Wealth has advisors in 1 city in Kansas.
How do I check a Beyond Wealth advisor in Kansas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Beyond Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.