Delta Wealth Solutions, LLC
Delta Wealth Solutions, LLC (CRD# 306199) is a financial advisory firm headquartered in Kansas City, MO. They manage $68,249,000 in 267 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management68MILLION
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Total Number of Accounts267ACCOUNTS
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Average Account Value$255,614
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
IL, KS, MO, TX
Dennis Newkirk (CRD# 3229087) is an Investment Advisor Representative working at Delta Wealth Solutions, LLC in Kansas City, MO and has over 24 years of experience in the finance industry.
Carson Sanford (CRD# 6262578) is an Investment Advisor Representative working at Delta Wealth Solutions, LLC in Kansas City, MO and has over 8 years of experience in the finance industry.
Matthew Seidel (CRD# 6203194) is an Investment Advisor Representative working at Delta Wealth Solutions, LLC in Kansas City, MO and has over 10 years of experience in the finance industry.