Jennifer Cottle, financial advisor Leawood KS

Jennifer Cottle

CRD Number: 1382358
Current Firm: Arbor Point Advisors

Jennifer Cottle (CRD# 1382358) is an Investment Advisor Representative working at Arbor Point Advisors in Leawood, KS and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Leawood, KS Oct 2017 - Current 4
Arbor Point Advisors Leawood, KS Oct 2017 - Current 4
Larson Financial Services, Inc. Leawood, KS May 1999 - Current 22
Summit Brokerage Services, Inc. Leawood, KS Sep 2016 - Oct 2017 1
Vsr Financial Services, Inc. Overland Park, KS Sep 2008 - Sep 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
S65 NASAA Investment Advisors Law Examination Sep 2017
Contact Info for Jennifer M. Cottle
Phone Number: 888-777-1992
Registered State(s):
  • KS
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    7,320
    MILLIONS
  • Total Number of Accounts
    39,778
    ACCOUNTS
  • Average Account Value
    $184,012
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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