Cobb Wealth Management, LLC
Cobb Wealth Management, LLC (CRD# 146147) is a financial advisory firm headquartered in Kansas City, MO. They manage $11,285,914 in 47 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts47ACCOUNTS
Average Account Value$240,126
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Cobb (CRD# 2389105) is an Investment Advisor Representative working at Cobb Wealth Management, LLC in Overland Park, KS and has over 24 years of experience in the finance industry. Jeffrey Cobb 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.