Index Wealth Advisors, LLC
Index Wealth Advisors, LLC (CRD# 155628) is a financial advisory firm headquartered in Overland Park, KS. They manage $30,141,373 in 164 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts164ACCOUNTS
-
Average Account Value$183,789
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO
Financial Advisors at Index Wealth Advisors, LLC
1
Christopher Massman (CRD# 4847626) is an Investment Advisor Representative working at Index Wealth Advisors, LLC in Overland Park, KS and has over 14 years of experience in the finance industry.
2
Erica Massman (CRD# 3076537) is an Investment Advisor Representative working at Index Wealth Advisors, LLC in Overland Park, KS and has over 21 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.