Financial ADVSR advisor directory · SEC adviser records
Aspyre Wealth Partners financial advisors in Overland Park, KS
Every SEC-registered investment adviser representative at a Aspyre Wealth Partners office in Overland Park, A to Z.
The short answer
7 registered advisors work at Aspyre Wealth Partners in Overland Park, out of 7 at the firm nationwide; it ranks number 49 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Aspyre Wealth Partners advisors in Overland Park, A to Z
Every Aspyre Wealth Partners advisor →- Joslyn R. BoydInvestment adviser rep
- Lucas J. BuclCertified Financial Planner
- Jessi L. ChaddCertified Financial Planner
- Stewart S. KoestenCertified Financial Planner, Chartered Financial Consultant
- Joni K. LindquistCertified Financial Planner
- Melissa D. RyanInvestment adviser rep
- Matthew D. StarkeyCertified Financial Planner
Aspyre Wealth Partners advisors in every city and state →Aspyre Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Overland Park
All Overland Park advisors →Creative Planning 615Onedigital 135Prime Capital Financial 130Mariner 110Creativeone Wealth, LLC 101Creativeone Securities, LLC 70Cetera Investment Advisers LLC 64Edward Jones 61Mariner Wealth 55Osaic Wealth, Inc. 37LPL Financial LLC 35Strategic Advisers LLC 33
Questions
How many financial advisors does Aspyre Wealth Partners have in Overland Park?
7 investment adviser representatives are registered at Aspyre Wealth Partners offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Aspyre Wealth Partners one of the largest advisor employers in Overland Park?
Aspyre Wealth Partners ranks number 49 in Overland Park by registered advisors; Creative Planning has the most, with 615.
How do I check a Aspyre Wealth Partners advisor in Overland Park?
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 Aspyre Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.