Chad Battison (CRD# 1980515) is an Investment Advisor Representative working at Sunesis Advisors, LLC in Overland Park, KS and has over 8 years of experience in the finance industry.
CRD# 4412753
Nextgen Wealth, LLC
Score
108
CRD# 1982523
Freedom Wealth Advisors, LLC
Score
102
CRD# 821456
Searcy Financial Services, Inc.
Score
105
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sunesis Advisors, LLC | Leawood, KS | Sep 2011 - Current | 6 |
| Tower Wealth Managers | Prairie Village, KS | Aug 2008 - Aug 2011 | 3 |
| Sungard | Overland Park, KS | Jun 2001 - Aug 2008 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- KS
-
Total Assets Under Management693MILLIONS
-
Total Number of Accounts396ACCOUNTS
-
Average Account Value$1,750,000
- 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
KS
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