Bart SpachekCRD Number: 5065019
Current Firm: Cornerstone Securities LLC
Bart Spachek (CRD# 5065019) is an Investment Advisor Representative working at Cornerstone Securities LLC in Overland Park, KS and has over 16 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Cornerstone Securities||Overland Park, KS||Mar 2015 - Current||7|
|Bart Spachek Inc.||Shawnee, KS||Jun 2010 - Current||12|
|Bwm Advisory LLC||Overland Park, KS||Jan 2014 - Mar 2015||1|
|Client One Securities, LLC||Lenexa, KS||Aug 2012 - Dec 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management78MILLIONS
Total Number of Accounts493ACCOUNTS
Average Account Value$158,215
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, FL, IL, KS, MO, NC, OR, TX
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