Levitt Betzelberger Weinrich, Inc.

Levitt Betzelberger Weinrich, Inc. (CRD# 116373) is a financial advisory firm headquartered in Overland Park, KS. They manage $23,849,258 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $476,985
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Levitt Betzelberger Weinrich, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Terry L. Betzelberger
CRD#: 1454224
7101 College Blvd., Suite 1520, Overland Park, KS 66210
93
Wealthminder
score

Terry Betzelberger (CRD# 1454224) is an Investment Advisor Representative working at Levitt Betzelberger Weinrich, Inc. in Overland Park, KS and has over 30 years of experience in the finance industry.

2
Lowell J. Benson
CRD#: 4540370
7101 College Blvd., Suite 1520, Overland Park, KS 66210
90
Wealthminder
score

Lowell Benson (CRD# 4540370) is an Investment Advisor Representative working at Levitt Betzelberger Weinrich, Inc. in Overland Park, KS and has 1 year of experience in the finance industry.

3
Joseph J. Weinrich
CRD#: 461987
7101 College Blvd, Suite 1520, Overland Park, KS 66210
43
Wealthminder
score

Joseph Weinrich (CRD# 461987) is an Investment Advisor Representative working at Levitt Betzelberger Weinrich, Inc. in Overland Park, KS and has over 18 years of experience in the finance industry.

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