Roadmap Wealth Management LLC

Roadmap Wealth Management LLC (CRD# 229789) is a financial advisory firm headquartered in , . They manage $14,580,000 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $373,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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

Financial Advisors at Roadmap Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven J. Warta
CRD#: 1230448
200 Ne Missouri Rd, Ste 200, Lees Summit, MO 64086
96
Wealthminder
score

Steven Warta (CRD# 1230448) is an Investment Advisor Representative working at Roadmap Wealth Management LLC in Lees Summit, MO and has over 33 years of experience in the finance industry. Steven Warta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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