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).
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Total Assets Under Management1,348MILLION
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Total Number of Accounts6,806ACCOUNTS
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Average Account Value$198,093
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.