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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Merriam, KS

Every SEC-registered investment adviser representative at a firm office in Merriam, with the firms that employ the most of them.

7 registered advisors work in Merriam; the most are at Columbia Capital Management, LLC (5). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Merriam

FirmAdvisors in Merriam
Columbia Capital Management, LLC5
Ccm New Opportunities, LLC4
Demarche1
State Farm Investment Management Corp.1

Advisors in Merriam, A to Z

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Other cities in Kansas

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Overland Park 2,334Leawood 508Wichita 496Topeka 244Lawrence 145Lenexa 92Manhattan 88Prairie Village 86Olathe 81Salina 72Hutchinson 57Shawnee 50Hays 31Mission Woods 31Mission 27McPherson 26Emporia 22Pittsburg 20Great Bend 19Derby 18Garden City 15Kansas City 15Andover 14Atchison 14

Questions

How many financial advisors are in Merriam, KS?

7 investment adviser representatives are registered at firm offices in Merriam, Kansas, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Merriam?

Columbia Capital Management, LLC, with 5 registered advisors in Merriam, followed by Ccm New Opportunities, LLC with 4.

How do I check a financial advisor in Merriam?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.