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. Blake Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dari Basore (CRD# 4500776) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Wichita, KS and has over 21 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. Jordan Brenner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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.