Tower Wealth Managers, Inc.

Tower Wealth Managers, Inc. (CRD# 144791) is a financial advisory firm headquartered in Kansas City, MO. They manage $1,250,544,341 in 1,936 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,251
    MILLION
  • Total Number of Accounts
    1,936
    ACCOUNTS
  • Average Account Value
    $645,942
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, TX

Financial Advisors at Tower Wealth Managers, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Frank C. Maggiorotto
CRD#: 1133619
One Ward Parkway, Kansas City, MO 64112
96
Wealthminder
score

Frank Maggiorotto (CRD# 1133619) is an Investment Advisor Representative working at Tower Wealth Managers, Inc. in Kansas City, MO and has over 33 years of experience in the finance industry. Frank Maggiorotto 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.

2
Paul B. Raccuglia
CRD#: 5195565
One Ward Parkway, Kansas City, MO 64112
96
Wealthminder
score

Paul Raccuglia (CRD# 5195565) is an Investment Advisor Representative working at Tower Wealth Managers, Inc. in Kansas City, MO and has over 6 years of experience in the finance industry.

3
Joseph P. Sweeny
CRD#: 1222295
One Ward Parkway, Kansas City, MO 64112
96
Wealthminder
score

Joseph Sweeny (CRD# 1222295) is an Investment Advisor Representative working at Tower Wealth Managers, Inc. in Kansas City, MO and has over 33 years of experience in the finance industry. Joseph Sweeny 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.

4
Richard D. Hacker
CRD#: 4351755
One Ward Parkway, Kansas City, MO 64112
93
Wealthminder
score

Richard Hacker (CRD# 4351755) is an Investment Advisor Representative working at Tower Wealth Managers, Inc. in Kansas City, MO and has over 16 years of experience in the finance industry.

5
Vicki L. Hohenstein
CRD#: 866933
One Ward Parkway, Kansas City, MO 64112
90
Wealthminder
score

Vicki Hohenstein (CRD# 866933) is an Investment Advisor Representative working at Tower Wealth Managers, Inc. in Kansas City, MO and has 1 year of experience in the finance industry.

6
Jonah R. Jones
CRD#: 6148798
One Ward Parkway, Kansas City, MO 64112
90
Wealthminder
score

Jonah Jones (CRD# 6148798) is an Investment Advisor Representative working at Tower Wealth Managers, Inc. in Kansas City, MO and has 1 year of experience in the finance industry.

7
Billie L. McClain
CRD#: 5995173
One Ward Parkway, Kansas City, MO 64112
90
Wealthminder
score

Billie McClain (CRD# 5995173) is an Investment Advisor Representative working at Tower Wealth Managers, Inc. in Kansas City, MO and has 1 year of experience in the finance industry.

8
Dwayne K. White
CRD#: 822813
One Ward Parkway, Kansas City, MO 64112
90
Wealthminder
score

Dwayne White (CRD# 822813) is an Investment Advisor Representative working at Tower Wealth Managers, Inc. in Kansas City, MO and has 1 year of experience in the finance industry.

9
Chance L. Pierce
CRD#: 6444927
One Ward Parkway, Kansas City, MO 64112
88
Wealthminder
score

Chance Pierce (CRD# 6444927) is an Investment Advisor Representative working at Tower Wealth Managers, Inc. in Kansas City, MO and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.