Financial ADVSR advisor directory · SEC adviser records
Pinion Wealth Management, LLC financial advisors in Kansas
Every SEC-registered investment adviser representative at a Pinion Wealth Management, LLC office in Kansas, by city and A to Z.
The short answer
6 registered advisors work at Pinion Wealth Management, LLC in Kansas, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Wichita (5). 2 list the CFP designation and 4 are also registered broker representatives.
Pinion Wealth Management, LLC advisors by city in Kansas
Every firm in Kansas →Pinion Wealth Management, LLC advisors in Kansas, A to Z
Search by name →- Blake P. AllenWichita · Certified Financial Planner
- Dari M. BasoreWichita
- Anthony S. BellGarden City
- Tanner J. CopelandWichita
- Sheryl A. MeyerWichita
- Matthew B. MyersWichita · Certified Financial Planner
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Questions
How many Pinion Wealth Management, LLC financial advisors are in Kansas?
6 investment adviser representatives are registered at Pinion Wealth Management, LLC offices in Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Where in Kansas does Pinion Wealth Management, LLC have the most advisors?
Wichita, with 5, then Garden City (1). Pinion Wealth Management, LLC has advisors in 2 cities in Kansas.
How do I check a Pinion Wealth Management, LLC 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 Pinion Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.