Open Road Wealth Management, LLC
Open Road Wealth Management, LLC (CRD# 284003) is a financial advisory firm headquartered in , . They manage $24,325,537 in 135 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Open Road Wealth Management, LLC
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts135ACCOUNTS
-
Average Account Value$180,189
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO
Financial Advisors at Open Road Wealth Management, LLC
1
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 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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