V Wealth Advisors LLC

V Wealth Advisors LLC (CRD# 153278) is a financial advisory firm headquartered in Overland Park, KS. They manage $1,784,753,771 in 4,164 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,785
    MILLION
  • Total Number of Accounts
    4,164
    ACCOUNTS
  • Average Account Value
    $428,615
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, KY, LA, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at V Wealth Advisors LLC
Showing 1 - 10 of 45 top financial advisors.
1
Dudley J. Balzer
CRD#: 3143664
6800 College Blvd., Suite 380, 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 23 years of experience in the finance industry.

2
Thomas E. Blumer
CRD#: 1828240
6800 College Blvd., Suite 380, 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 26 years of experience in the finance industry.

3
Gregory T. Bond
CRD#: 2227709
9820 Metcalf Ave., Suite 130, Overland Park, KS 66212

Gregory Bond (CRD# 2227709) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 29 years of experience in the finance industry.

4
David I. Brozenic
CRD#: 4288877
6800 College Blvd., Suite 380, 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 21 years of experience in the finance industry.

5
Peggy L. Bruce
CRD#: 6892320
6800 College Blvd., Suite 380, 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 4 years of experience in the finance industry.

6
Timothy S. Carlin
CRD#: 4691435
6800 College Blvd., Suite 380, 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 18 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 380, 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 22 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
Scott P. Connors
CRD#: 2050976
6800 College Blvd., Suite 380, 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 31 years of experience in the finance industry.

9
James D. Fair
CRD#: 4671104
6800 College Blvd., Suite 380, 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 18 years of experience in the finance industry.

10
Stephanie M. Gantt
CRD#: 3142811
6800 College Blvd., Suite 380, Overland Park, KS 66211

Stephanie Gantt (CRD# 3142811) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 23 years of experience in the finance industry.

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