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Financial ADVSR advisor directory · SEC adviser records

Pinion Wealth Management, LLC financial advisors in Wichita, KS

Every SEC-registered investment adviser representative at a Pinion Wealth Management, LLC office in Wichita, A to Z.

The short answer

5 registered advisors work at Pinion Wealth Management, LLC in Wichita, out of 8 at the firm nationwide; it ranks number 26 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

Pinion Wealth Management, LLC advisors in Wichita, A to Z

Every Pinion Wealth Management, LLC advisor →

Pinion Wealth Management, LLC advisors in every city and state →Pinion Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Pinion Wealth Management, LLC advisors in other cities

Bozeman, MT 1Fresno, CA 1Garden City, KS 1

Other firms in Wichita

All Wichita advisors →

LPL Financial LLC 59Morgan Stanley 38Osaic Wealth, Inc. 36Edward Jones 32Cambridge Investment Research Advisors, Inc. 31Ameriprise Financial Services, LLC 23Wells Fargo Clearing Services, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Hightower Advisors, LLC 13State Farm Investment Management Corp. 13Raymond James Financial Services Advisors, Inc. 12Equitable Advisors, LLC 11

Questions

How many financial advisors does Pinion Wealth Management, LLC have in Wichita?

5 investment adviser representatives are registered at Pinion Wealth Management, LLC offices in Wichita, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Is Pinion Wealth Management, LLC one of the largest advisor employers in Wichita?

Pinion Wealth Management, LLC ranks number 26 in Wichita by registered advisors; LPL Financial LLC has the most, with 59.

How do I check a Pinion Wealth Management, LLC advisor in Wichita?

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 Pinion Wealth Management, LLC 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.