Engage Wealth Advisors, LLC

Engage Wealth Advisors, LLC (CRD# 289996) is a financial advisory firm headquartered in Overland Park, KS. They manage $73,053,879 in 470 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
7285 W. 132nd Street, Suite 140, Overland Park, KS 66213
http://www.engageadvisors.com/financial-planning/
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $155,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

CA, CO, IL, KS, MO, TX

Financial Advisors at Engage Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew Hinrichs, financial advisor Overland Park KS
Andrew J. Hinrichs
CRD#: 6474949
7285 W. 132nd Street, Suite 140, Overland Park, KS 66213

Andrew Hinrichs (CRD# 6474949) is an Investment Advisor Representative working at Engage Wealth Advisors, LLC in Overland Park, KS and has over 8 years of experience in the finance industry.

2
Taylor Richardson, financial advisor Overland Park KS
Taylor J. Richardson
CRD#: 6450194
7285 W. 132nd Street, Suite 140, Overland Park, KS 66213

Taylor Richardson (CRD# 6450194) is an Investment Advisor Representative working at Engage Wealth Advisors, LLC in Overland Park, KS and has over 8 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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