Darrell Tierney (CRD# 4447656) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 24 years of experience in the finance industry. Darrell Tierney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Windward Private Wealth Management Inc. | Overland Park, KS | Jan 2022 - Current | 2 |
| Windward Private Wealth Management Inc. | Overland Park, KS | Jun 1999 - Jan 2022 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1999 |
- KS
- MO
- TX
-
Total Assets Under Management248MILLIONS
-
Total Number of Accounts930ACCOUNTS
-
Average Account Value$266,220
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, IL, KS, LA, MO, NE, NH, TX
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