Pinion Wealth Management, LLC
Pinion Wealth Management, LLC (CRD# 114556) is a financial advisory firm headquartered in Wichita, KS. They manage $326,647,044 in 768 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management327MILLION
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Total Number of Accounts768ACCOUNTS
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Average Account Value$425,322
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, IN, KS, LA, MO, MT, OK, TX
Blake Allen (CRD# 5187919) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Wichita, KS and has over 17 years of experience in the finance industry.
Dari Basore (CRD# 4500776) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Wichita, KS and has over 22 years of experience in the finance industry.
Anthony Bell (CRD# 2812467) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Garden City, KS and has over 27 years of experience in the finance industry.
Jordan Brenner (CRD# 7078475) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Bozeman, MT and has over 4 years of experience in the finance industry.
Sheryl Meyer (CRD# 2997529) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Wichita, KS and has over 24 years of experience in the finance industry.
Stephen Spach (CRD# 6194336) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Fresno, CA and has over 10 years of experience in the finance industry.
Matthew Myers (CRD# 7622949) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Wichita, KS and has 1 year of experience in the finance industry.