Purpose Comprehensive Wealth Management, LLC

Purpose Comprehensive Wealth Management, LLC (CRD# 312022) is a financial advisory firm headquartered in , . They manage $74,600,000 in 391 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.purposecwm.com
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $190,793
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.

NC, SC, WI

Financial Advisors at Purpose Comprehensive Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Troy Bystol, financial advisor Verona WI
Troy A. Bystol
CRD#: 4502626
Verona, WI

Troy Bystol (CRD# 4502626) is an Investment Advisor Representative working at Purpose Comprehensive Wealth Management, LLC in Verona, WI and has over 22 years of experience in the finance industry.

2
Aaron Olson, financial advisor Charlotte NC
Aaron T. Olson
CRD#: 5207302
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277

Aaron Olson (CRD# 5207302) is an Investment Advisor Representative working at Purpose Comprehensive Wealth Management, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.

3
Todd Drangstveit, financial advisor Brookfield WI
Todd L. Drangstveit
CRD#: 7328689
Brookfield, WI

Todd Drangstveit (CRD# 7328689) is an Investment Advisor Representative working at Purpose Comprehensive Wealth Management, LLC in Brookfield, WI and has over 3 years of experience in the finance industry.

4
Dustin Dupart, financial advisor Brookfield WI
Dustin R. Dupart
CRD#: 7309094
Brookfield, WI

Dustin Dupart (CRD# 7309094) is an Investment Advisor Representative working at Purpose Comprehensive Wealth Management, LLC in Brookfield, WI and has over 3 years of experience in the finance industry.

5
Nicholas Henning, financial advisor Brookfield WI
Nicholas C. Henning
CRD#: 7433399
Brookfield, WI

Nicholas Henning (CRD# 7433399) is an Investment Advisor Representative working at Purpose Comprehensive Wealth Management, LLC in Brookfield, WI and has over 2 years of experience in the finance industry.

6
Mandisa Landry, financial advisor Brookfield WI
Mandisa R. Landry
CRD#: 6398741
Brookfield, WI

Mandisa Landry (CRD# 6398741) is an Investment Advisor Representative working at Purpose Comprehensive Wealth Management, LLC in Brookfield, WI and has over 9 years of experience in the finance industry.

7
Christine Sharratt, financial advisor Brookfield WI
Christine M. Sharratt
CRD#: 7671557
Brookfield, WI

Christine Sharratt (CRD# 7671557) is an Investment Advisor Representative working at Purpose Comprehensive Wealth Management, LLC in Brookfield, WI and has 1 year 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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