Two West Capital Advisors LLC

Two West Capital Advisors LLC (CRD# 154543) is a financial advisory firm headquartered in Overland Park, KS. They manage $2,113,780,226 in 455 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,114
    MILLION
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $4,645,671
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

FL, IA, KS, LA, MA, MO, NC, NY, OK, PA, TX

Financial Advisors at Two West Capital Advisors LLC
Showing 1 - 10 of 12 top financial advisors.
1
Michael T. Curran
CRD#: 5886001
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Michael Curran (CRD# 5886001) 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.

2
John V. Cushenbery
CRD#: 5449663
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

John Cushenbery (CRD# 5449663) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has 1 year of experience in the finance industry.

3
Timothy D. Jansen
CRD#: 4362074
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Timothy Jansen (CRD# 4362074) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 22 years of experience in the finance industry. Timothy Jansen 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
Andrew J. Mich
CRD#: 6389150
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Andrew Mich (CRD# 6389150) 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. Andrew Mich 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.

5
Bryan D. Montemurro
CRD#: 4985134
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Bryan Montemurro (CRD# 4985134) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 18 years of experience in the finance industry. Bryan Montemurro 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.

6
Christopher R. Ratigan
CRD#: 5964496
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Christopher Ratigan (CRD# 5964496) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 12 years of experience in the finance industry. Christopher Ratigan 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.

7
Ryan K. Rink
CRD#: 4459580
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Ryan Rink (CRD# 4459580) 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.

8
Gregory D. Stewart
CRD#: 1582913
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Gregory Stewart (CRD# 1582913) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 37 years of experience in the finance industry. Gregory Stewart 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.

9
Marko D. Ungashick
CRD#: 4557016
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Marko Ungashick (CRD# 4557016) 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.

10
Ronald E. Woelk
CRD#: 1051243
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Ronald Woelk (CRD# 1051243) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 41 years of experience in the finance industry.

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