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Financial ADVSR advisor directory · SEC adviser records

Windward Private Wealth Management Inc. financial advisors in Kansas

Every SEC-registered investment adviser representative at a Windward Private Wealth Management Inc. office in Kansas, by city and A to Z.

The short answer

4 registered advisors work at Windward Private Wealth Management Inc. in Kansas, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Overland Park (4). 3 list the CFP designation and 0 are also registered broker representatives.

Windward Private Wealth Management Inc. advisors by city in Kansas

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Overland Park 4

Windward Private Wealth Management Inc. advisors in Kansas, A to Z

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Questions

How many Windward Private Wealth Management Inc. financial advisors are in Kansas?

4 investment adviser representatives are registered at Windward Private Wealth Management Inc. offices in Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

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

Overland Park, with 4. Windward Private Wealth Management Inc. has advisors in 1 city in Kansas.

How do I check a Windward Private Wealth Management Inc. 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 Windward Private Wealth Management Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.