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Financial ADVSR advisor directory · SEC adviser records

Windward Private Wealth Management Inc. financial advisors

Every SEC-registered investment adviser representative at Windward Private Wealth Management Inc., by the state and city of the office they work from.

5 registered advisors work at Windward Private Wealth Management Inc., in 2 states and 2 cities; the most are in Overland Park, KS (4). 3 list the CFP designation and 0 are also registered broker representatives.

Search every Windward Private Wealth Management Inc. advisor by name →Who joined and left Windward Private Wealth Management Inc. →Windward Private Wealth Management Inc.: assets, clients and custodians →

Cities with the most Windward Private Wealth Management Inc. advisors

Overland Park, KS 4Kansas City, MO 1

Windward Private Wealth Management Inc. advisors by state

Windward Private Wealth Management Inc. in Kansas 4

Overland Park 4

Windward Private Wealth Management Inc. in Missouri 1

Kansas City 1

Questions

How many financial advisors does Windward Private Wealth Management Inc. have?

5 investment adviser representatives are registered with Windward Private Wealth Management Inc., according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 3 list the CFP designation and 0 are also registered as broker representatives.

Where does Windward Private Wealth Management Inc. have the most advisors?

Overland Park, KS, with 4 registered advisors, then Kansas City, MO (1). By state, Kansas has the most, with 4.

How do I find a Windward Private Wealth Management Inc. financial advisor near me?

Pick your state below, then your city, to see every Windward Private Wealth Management Inc. advisor registered at an office there. Each one 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. An advisor registered at Windward Private Wealth Management Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →