Open Road Wealth Management, LLC

Open Road Wealth Management, LLC (CRD# 284003) is a financial advisory firm headquartered in , . They manage $21,059,203 in 129 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $163,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Open Road Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Todd W. Minear
CRD#: 2168090
Kansas City, MO

Todd Minear (CRD# 2168090) is an Investment Advisor Representative working at Open Road Wealth Management, LLC in Kansas City, MO and has over 32 years of experience in the finance industry.

2
Kelli C. Harpe
CRD#: 7377378
Kansas City, MO

Kelli Harpe (CRD# 7377378) is an Investment Advisor Representative working at Open Road Wealth Management, LLC in Kansas City, MO and has over 2 years of experience in the finance industry.

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