Two West Capital Advisors LLC

Two West Capital Advisors LLC (CRD# 154543) is a financial advisory firm headquartered in Overland Park, KS. They manage $752,000,000 in 218 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    752
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $3,449,541
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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 Two West Capital Advisors LLC
Showing 1 - 10 of 17 top financial advisors.
1
Koytt E. Nichols
CRD#: 5983563
4551 W 107th Street, Third Floor, Overland Park, KS 66207
97
Wealthminder
score

Koytt Nichols (CRD# 5983563) is a Financial Planner working at Two West Capital Advisors in Overland Park, KS and has over 5 years of experience in the finance industry.

2
Ronald E. Woelk
CRD#: 1051243
4551 W 107th Street, Third Floor, Overland Park, KS 66207
96
Wealthminder
score

Ronald Woelk (CRD# 1051243) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 35 years of experience in the finance industry.

3
Paul E. Cohen
CRD#: 4809074
4551 W 107th Street, Third Floor, Overland Park, KS 66207
93
Wealthminder
score

Paul Cohen (CRD# 4809074) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 13 years of experience in the finance industry.

4
Michael T. Curran
CRD#: 5886001
4551 W 107th Street, Third Floor, Overland Park, KS 66207
93
Wealthminder
score

Michael Curran (CRD# 5886001) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 6 years of experience in the finance industry.

5
Benjamin Hodson
CRD#: 5872288
4551 W 107th Street, Third Floor, Overland Park, KS 66207
93
Wealthminder
score

Benjamin Hodson (CRD# 5872288) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 6 years of experience in the finance industry.

6
Amber D. Rebar
CRD#: 5539285
4551 W 107th Street, Third Floor, Overland Park, KS 66207
93
Wealthminder
score

Amber Rebar (CRD# 5539285) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 9 years of experience in the finance industry.

7
Ryan K. Rink
CRD#: 4459580
4551 W 107th Street, Third Floor, Overland Park, KS 66207
93
Wealthminder
score

Ryan Rink (CRD# 4459580) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 15 years of experience in the finance industry.

8
Laura C. Rogers
CRD#: 2082446
4551 W 107th Street, Third Floor, Overland Park, KS 66207
93
Wealthminder
score

Laura Rogers (CRD# 2082446) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 21 years of experience in the finance industry.

9
James J. Tinsley
CRD#: 5425393
4551 W 107th Street, Third Floor, Overland Park, KS 66207
93
Wealthminder
score

James Tinsley (CRD# 5425393) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 9 years of experience in the finance industry.

10
Marko D. Ungashick
CRD#: 4557016
4551 W 107th Street, Third Floor, Overland Park, KS 66207
93
Wealthminder
score

Marko Ungashick (CRD# 4557016) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 15 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.