Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Overland Park, KS
Every SEC-registered investment adviser representative at a Captrust office in Overland Park, A to Z.
8 registered advisors work at Captrust in Overland Park, out of 915 at the firm nationwide; it ranks number 44 in the city by advisors. 4 list the CFP designation and 1 are also registered broker representatives.
Captrust advisors in Overland Park, A to Z
Every Captrust advisor →- Ryan A. ChiaveriniChartered Financial Analyst
- Philip M. ColeCertified Financial Planner, Chartered Financial Analyst
- Tammy M. DannewitzCertified Financial Planner
- Mark E. EveansChartered Financial Analyst, Chartered Investment Counselor
- Bryon R. GilbertCertified Financial Planner
- James M. KleinChartered Financial Analyst
- Linda E. MigliazzoCertified Financial Planner · Also a broker rep
- Melissa TrujilloInvestment adviser rep
Captrust advisors in every city and state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Captrust payout grid vs. other firms →Advisor Moves: who changed firms this week →
Captrust advisors in other cities
Raleigh, NC 125Boston, MA 52Brentwood, TN 33Charlotte, NC 31Tampa, FL 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16
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 Captrust have in Overland Park?
8 investment adviser representatives are registered at Captrust offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 4 list the CFP designation and 1 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Overland Park?
Captrust ranks number 44 in Overland Park by registered advisors; Creative Planning has the most, with 615.
How do I check a Captrust 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 Captrust 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.