Penn Wealth Management

Penn Wealth Management (CRD# 152948) is a financial advisory firm headquartered in Overland Park, KS. They manage $12,000,000 in 74 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7300 West 110th Street, Suite 700, Overland Park, KS 66210
https://pennwealth.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $162,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, TX

Financial Advisors at Penn Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Michael Hazell, financial advisor Overland Park KS
Michael S. Hazell
CRD#: 2964257
7300 West 110th Street, Suite 700, Overland Park, KS 66210

Michael Hazell (CRD# 2964257) is an Investment Advisor Representative working at Penn Wealth Management in Overland Park, KS and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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