Joshua Falter (CRD# 7027916) is an Investment Advisor Representative working at Mid-american Wealth Advisory Group in Kansas City, MO and has over 5 years of experience in the finance industry.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
CRD# 5595335
Prime Capital Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mid-american Wealth Advisory Group | Kansas City, MO | Nov 2020 - Current | 3 |
| Mid American Wealth Advisory Group | Kansas City, MO | Feb 2016 - Current | 8 |
| Ymca Of Platte City | Plate City, MO | Feb 2014 - May 2016 | 2 |
| Pcccn | Platte City, MO | Jan 2010 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- KS
- MO
-
Total Assets Under Management259MILLIONS
-
Total Number of Accounts1,972ACCOUNTS
-
Average Account Value$131,588
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, KS, MO, NE, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.