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Financial ADVSR advisor directory · SEC adviser records

Proactive Planning Wealth Advisory financial advisors in Overland Park, KS

Every SEC-registered investment adviser representative at a Proactive Planning Wealth Advisory office in Overland Park, A to Z.

The short answer

3 registered advisors work at Proactive Planning Wealth Advisory in Overland Park, out of 3 at the firm nationwide; it ranks number 99 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Proactive Planning Wealth Advisory advisors in Overland Park, A to Z

Every Proactive Planning Wealth Advisory advisor →

Proactive Planning Wealth Advisory advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Overland Park

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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 Proactive Planning Wealth Advisory have in Overland Park?

3 investment adviser representatives are registered at Proactive Planning Wealth Advisory offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Proactive Planning Wealth Advisory one of the largest advisor employers in Overland Park?

Proactive Planning Wealth Advisory ranks number 99 in Overland Park by registered advisors; Creative Planning has the most, with 647.

How do I check a Proactive Planning Wealth Advisory 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 Proactive Planning Wealth Advisory 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.