Beyond Wealth

Beyond Wealth (CRD# 162231) is a financial advisory firm headquartered in Overland Park, KS. They manage $88,367,147 in 464 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    464
    ACCOUNTS
  • Average Account Value
    $190,446
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, KS, MO, OK, TX

Financial Advisors at Beyond Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Brandy M. Branstetter
CRD#: 4969422
11225 College Blvd, Suite 115, Overland Park, KS 66210

Brandy Branstetter (CRD# 4969422) is an Investment Advisor Representative working at Beyond Wealth in Overland Park, KS and has over 18 years of experience in the finance industry.

2
Andrew H. Comstock
CRD#: 5523171
11225 College Blvd, Suite 115, Overland Park, KS 66210

Andrew Comstock (CRD# 5523171) is an Investment Advisor Representative working at Beyond Wealth in Overland Park, KS and has 1 year of experience in the finance industry.

3
Ashlyn B. Prom
CRD#: 7439828
11225 College Blvd, Suite 115, Overland Park, KS 66210

Ashlyn Prom (CRD# 7439828) is an Investment Advisor Representative working at Beyond Wealth in Overland Park, KS and has over 2 years of experience in the finance industry.

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