V Wealth Advisors LLC

V Wealth Advisors LLC (CRD# 153278) is a financial advisory firm headquartered in Overland Park, KS. They manage $1,348,223,607 in 6,806 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,348
    MILLION
  • Total Number of Accounts
    6,806
    ACCOUNTS
  • Average Account Value
    $198,093
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, LA, MN, MO, NC, NE, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at V Wealth Advisors LLC
Showing 1 - 10 of 43 top financial advisors.
1
Dudley J. Balzer
CRD#: 3143664
6800 College Blvd., Suite 630, Overland Park, KS 66211

Dudley Balzer (CRD# 3143664) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 21 years of experience in the finance industry.

2
Thomas E. Blumer
CRD#: 1828240
6800 College Blvd., Suite 630, Overland Park, KS 66211

Thomas Blumer (CRD# 1828240) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 24 years of experience in the finance industry.

3
Gregory T. Bond
CRD#: 2227709
6800 College Blvd., Suite 630, Overland Park, KS 66211

Gregory Bond (CRD# 2227709) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 28 years of experience in the finance industry.

4
David I. Brozenic
CRD#: 4288877
6800 College Blvd., Suite 630, Overland Park, KS 66211

David Brozenic (CRD# 4288877) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 19 years of experience in the finance industry.

5
Peggy L. Bruce
CRD#: 6892320
6800 College Blvd., Suite 630, Overland Park, KS 66211

Peggy Bruce (CRD# 6892320) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 2 years of experience in the finance industry.

6
Timothy S. Carlin
CRD#: 4691435
6800 College Blvd., Suite 630, Overland Park, KS 66211

Timothy Carlin (CRD# 4691435) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 17 years of experience in the finance industry. Timothy Carlin 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
Daniel D. Cherra
CRD#: 3260993
6800 College Blvd., Suite 630, Overland Park, KS 66211

Daniel Cherra (CRD# 3260993) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 21 years of experience in the finance industry. Daniel Cherra 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.

8
Fong M. Christenson
CRD#: 5455490
9820 Metcalf Ave., #130, Overland Park, KS 66212

Fong Christenson (CRD# 5455490) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 12 years of experience in the finance industry.

9
Scott P. Connors
CRD#: 2050976
6800 College Blvd., Suite 630, Overland Park, KS 66211

Scott Connors (CRD# 2050976) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 30 years of experience in the finance industry.

10
James D. Fair
CRD#: 4671104
6800 College Blvd., Suite 630, Overland Park, KS 66211

James Fair (CRD# 4671104) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 17 years of experience in the finance industry.

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