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Financial ADVSR advisor directory · SEC adviser records

Windward Private Wealth Management Inc. financial advisors in Overland Park, KS

Every SEC-registered investment adviser representative at a Windward Private Wealth Management Inc. office in Overland Park, A to Z.

The short answer

4 registered advisors work at Windward Private Wealth Management Inc. in Overland Park, out of 5 at the firm nationwide; it ranks number 87 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Windward Private Wealth Management Inc. advisors in Overland Park, A to Z

Every Windward Private Wealth Management Inc. advisor →

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Windward Private Wealth Management Inc. advisors in other cities

Kansas City, MO 1

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 Windward Private Wealth Management Inc. have in Overland Park?

4 investment adviser representatives are registered at Windward Private Wealth Management Inc. offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Windward Private Wealth Management Inc. one of the largest advisor employers in Overland Park?

Windward Private Wealth Management Inc. ranks number 87 in Overland Park by registered advisors; Creative Planning has the most, with 615.

How do I check a Windward Private Wealth Management 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 Windward Private Wealth Management 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.