Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Bcwm financial advisors in Overland Park, KS

Every SEC-registered investment adviser representative at a Bcwm office in Overland Park, A to Z.

7 registered advisors work at Bcwm in Overland Park, out of 7 at the firm nationwide; it ranks number 50 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Bcwm advisors in Overland Park, A to Z

Every Bcwm advisor →

Bcwm advisors in every city and state →Bcwm: 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 Bcwm have in Overland Park?

7 investment adviser representatives are registered at Bcwm 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 Bcwm one of the largest advisor employers in Overland Park?

Bcwm ranks number 50 in Overland Park by registered advisors; Creative Planning has the most, with 615.

How do I check a Bcwm 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 Bcwm 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.