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).

Current Firm Details
2345 Grand Blvd., Suite 2120, Kansas City, MO 64108
https://www.linkedin.com/company/37249380
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $255,614
Compensation Options
  • A percentage of assets under your management
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, KS, MO, TX

Financial Advisors at Delta Wealth Solutions, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Dennis Newkirk, financial advisor Kansas City MO
Dennis G. Newkirk
CRD#: 3229087
2345 Grand Blvd., Suite 2120, Kansas City, MO 64108

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.

2
Carson Sanford, financial advisor Kansas City MO
Carson T. Sanford
CRD#: 6262578
2345 Grand Blvd., Suite 2120, Kansas City, MO 64108

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.

3
Matthew Seidel, financial advisor Kansas City MO
Matthew T. Seidel
CRD#: 6203194
2345 Grand Blvd., Suite 2120, Kansas City, MO 64108

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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