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Financial ADVSR advisor directory · SEC adviser records

Clearpath Wealth Management, L.C. financial advisors in Overland Park, KS

Every SEC-registered investment adviser representative at a Clearpath Wealth Management, L.C. office in Overland Park, A to Z.

The short answer

5 registered advisors work at Clearpath Wealth Management, L.C. in Overland Park, out of 5 at the firm nationwide; it ranks number 64 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Clearpath Wealth Management, L.C. advisors in Overland Park, A to Z

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Creative Planning 647Onedigital 149Prime Capital Financial 132Mariner 111Creativeone Wealth, LLC 108Creativeone Securities, LLC 78Cetera Investment Advisers LLC 63Edward Jones 62Mariner Wealth 55Osaic Wealth, Inc. 38Strategic Advisers LLC 34LPL Financial LLC 33

Questions

How many financial advisors does Clearpath Wealth Management, L.C. have in Overland Park?

5 investment adviser representatives are registered at Clearpath Wealth Management, L.C. offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Clearpath Wealth Management, L.C. one of the largest advisor employers in Overland Park?

Clearpath Wealth Management, L.C. ranks number 64 in Overland Park by registered advisors; Creative Planning has the most, with 647.

How do I check a Clearpath Wealth Management, L.C. 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 Clearpath Wealth Management, L.C. 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.