Overland Park Wealth Management LLC

Overland Park Wealth Management LLC (CRD# 171761) is a financial advisory firm headquartered in Overland Park, KS. They manage $44,078,826 in 230 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $191,647
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, OR, TX

Financial Advisors at Overland Park Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
David M. Quisenberry
CRD#: 5235544
7300 W. 110th Street, Suite 700, Overland Park, KS 66210
93
Wealthminder
score

David Quisenberry (CRD# 5235544) is an Investment Advisor Representative working at Overland Park Wealth Management LLC in Overland Park, KS and has over 9 years of experience in the finance industry.

2
Owen B. Stratton
CRD#: 1887781
7300 W. 110th Street, Suite 700, Overland Park, KS 66210
93
Wealthminder
score

Owen Stratton (CRD# 1887781) is an Investment Advisor Representative working at Overland Park Wealth Management LLC in Overland Park, KS and has over 24 years of experience in the finance industry.

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