Pinion Wealth Management, LLC

Pinion Wealth Management, LLC (CRD# 114556) is a financial advisory firm headquartered in Wichita, KS. They manage $326,647,044 in 768 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    768
    ACCOUNTS
  • Average Account Value
    $425,322
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, IN, KS, LA, MO, MT, OK, TX

Financial Advisors at Pinion Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Blake P. Allen
CRD#: 5187919
1605 N Waterfront Parkway, Suite 200, Wichita, KS 67206

Blake Allen (CRD# 5187919) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Wichita, KS and has over 17 years of experience in the finance industry.

2
Dari M. Basore
CRD#: 4500776
1605 N Waterfront Parkway, Ste 200, Wichita, KS 67206

Dari Basore (CRD# 4500776) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Wichita, KS and has over 21 years of experience in the finance industry.

3
Anthony S. Bell
CRD#: 2812467
816 Campus Dr, Garden City, KS 67846

Anthony Bell (CRD# 2812467) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Garden City, KS and has over 27 years of experience in the finance industry.

4
Jordan R. Brenner
CRD#: 7078475
1019 E Main Street, Suite 201, Bozeman, MT 59715

Jordan Brenner (CRD# 7078475) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Bozeman, MT and has over 4 years of experience in the finance industry.

5
Sheryl A. Meyer
CRD#: 2997529
1605 N Waterfront Pkwy, Wichita, KS 67206

Sheryl Meyer (CRD# 2997529) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Wichita, KS and has over 24 years of experience in the finance industry.

6
Stephen Spach
CRD#: 6194336
5 River Park Place East, Suite 320, Fresno, CA 93720

Stephen Spach (CRD# 6194336) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Fresno, CA and has over 10 years of experience in the finance industry.

7
Matthew B. Myers
CRD#: 7622949
1605 North Waterfront Parkway, Suite 200, Wichita, KS 67206

Matthew Myers (CRD# 7622949) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Wichita, KS and has 1 year of experience in the finance industry.

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