Troy Redstone, financial advisor Overland Park KS

Troy Redstone

CRD Number: 4726874
Current Firm: Phd Retirement Consulting

Troy Redstone (CRD# 4726874) is an Investment Advisor Representative working at Phd Retirement Consulting in Overland Park, KS and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Phd Retirement Consulting Overland Park, KS May 2013 - Current 10
Boulder Wealth Management, LLC Overland Park, KS Jun 2013 - Jun 2019 6
Lpl Financial LLC Overland Park, KS Jun 2013 - Dec 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Troy L. Redstone
Phone Number: 844-743-4015
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    395
    MILLIONS
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $10,383,595
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

KS

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