Wendy PrestwoodCRD Number: 3125175
Current Firm: Voya Financial Advisors, Inc.
Wendy Prestwood (CRD# 3125175) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Overland Park, KS and has over 18 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Voya Financial Advisors||Overland Park, KS||Sep 2014 - Current||3|
|Prestwood Financial Group, LLC||Overland Park, KS||Oct 2011 - Current||5|
|Ing Financial Partners, Inc.||Overland Park, KS||Jan 2011 - Sep 2014||3|
|Ing Financial Advisers. LLC||Overland Park, KS||Oct 2007 - Dec 2010||3|
|Ing||Overland Park, KS||Oct 2007 - Dec 2010||3|
|Ing Financial Advisers, LLC||Olathe, KS||May 2002 - Oct 2007||5|
|Ing||Olathe, KS||Nov 2000 - Oct 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2006|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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