Financial ADVSR advisor directory · SEC adviser records
Waterfront Wealth Inc. financial advisors in Overland Park, KS
Every SEC-registered investment adviser representative at a Waterfront Wealth Inc. office in Overland Park, A to Z.
The short answer
10 registered advisors work at Waterfront Wealth Inc. in Overland Park, out of 10 at the firm nationwide; it ranks number 38 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Waterfront Wealth Inc. advisors in Overland Park, A to Z
Every Waterfront Wealth Inc. advisor →- Patrick S. BerchInvestment adviser rep
- Benjamin J. FischerInvestment adviser rep
- Monte T. Grissom IIInvestment adviser rep
- Christopher HarringtonChartered Financial Analyst
- Matthew A. HekmanInvestment adviser rep
- Jacob A. LinchInvestment adviser rep
- Roger C. Ratzlaff Jr.Investment adviser rep
- Michael P. ShieldsCertified Financial Planner
- Kale A. SoukupCertified Financial Planner
- Pamela VasquezInvestment adviser rep
Waterfront Wealth Inc. advisors in every city and state →Waterfront Wealth Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Overland Park
All Overland Park advisors →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 Waterfront Wealth Inc. have in Overland Park?
10 investment adviser representatives are registered at Waterfront Wealth Inc. offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Waterfront Wealth Inc. one of the largest advisor employers in Overland Park?
Waterfront Wealth Inc. ranks number 38 in Overland Park by registered advisors; Creative Planning has the most, with 647.
How do I check a Waterfront Wealth Inc. 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 Waterfront Wealth Inc. 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.