Mary Witwer, financial advisor Lenexa KS

Mary Witwer

CRD Number: 2189059
Current Firm: Voyage Wealth Management LLC

Mary Witwer (CRD# 2189059) is an Investment Advisor Representative working at Voyage Wealth Management LLC in Lenexa, KS and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Voyage Wealth Management, LLC Lenexa, KS Jul 2017 - Current 6
Self-employed Oakland, CA Jan 2001 - Jul 2017 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Mary T. Witwer
Phone Number: 913-956-7028
Firm Website: http://voyagewealth.com
Registered State(s):
  • KS
  • TX
Current Firm Details
Voyage Wealth Management LLC
Firm's CRD Number: 168471
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $277,970
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KS, TX

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