Etf Portfolio Partners, Inc.

Etf Portfolio Partners, Inc. (CRD# 128366) is a financial advisory firm headquartered in Overland Park, KS. They manage $135,853,000 in 646 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    646
    ACCOUNTS
  • Average Account Value
    $210,299
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO, TX

Financial Advisors at Etf Portfolio Partners, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Richard D. Romey
CRD#: 1390931
4831 W. 136th Street, Suite 300, Leawood, KS 66224
93
Wealthminder
score

Richard Romey (CRD# 1390931) is an Investment Advisor Representative working at Etf Portfolio Partners, Inc. in Leawood, KS and has over 31 years of experience in the finance industry.

2
Emily K. Merrill
CRD#: 6302833
4831 W. 136th Street, Suite 300, Overland Park, KS 66224
89
Wealthminder
score

Emily Merrill (CRD# 6302833) is an Investment Advisor Representative working at Etf Portfolio Partners, Inc. in Overland Park, KS and has over 2 years of experience in the finance industry.

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