V Wealth Advisors LLC

V Wealth Advisors LLC (CRD# 153278) is a financial advisory firm headquartered in Overland Park, KS. They manage $626,281,839 in 3,986 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    626
    MILLION
  • Total Number of Accounts
    3,986
    ACCOUNTS
  • Average Account Value
    $157,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MN, MO, NC, NE, NY, OH, OK, PA, SC, TN, TX, VA

Financial Advisors at V Wealth Advisors LLC
Showing 1 - 10 of 37 top financial advisors.
1
Daniel D. Cherra
CRD#: 3260993
6800 College Blvd., Suite 630, Overland Park, KS 66211
96
Wealthminder
score

Daniel Cherra (CRD# 3260993) 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. 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.

2
Joshua L. Jones
CRD#: 4841998
6800 College Blvd., Suite 630, Overland Park, KS 66211
96
Wealthminder
score

Joshua Jones (CRD# 4841998) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 13 years of experience in the finance industry. Joshua Jones 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.

3
Donald C. Swartz
CRD#: 440898
9820 Metcalf, Suite 130, Overland Park, KS 66212
96
Wealthminder
score

Donald Swartz (CRD# 440898) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 34 years of experience in the finance industry.

4
Carroll W. Wilkerson
CRD#: 1395035
200 E Southampton Dr. Ste. 101, Columbia, MO 65203
96
Wealthminder
score

Carroll Wilkerson (CRD# 1395035) is an Investment Advisor Representative working at V Wealth Advisors LLC in Columbia, MO and has over 32 years of experience in the finance industry. Carroll Wilkerson 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
Dudley J. Balzer
CRD#: 3143664
1100 Essington Road, Joliet, IL 60435
93
Wealthminder
score

Dudley Balzer (CRD# 3143664) is an Investment Advisor Representative working at V Wealth Advisors LLC in Joliet, IL and has over 19 years of experience in the finance industry.

6
David I. Brozenic
CRD#: 4288877
6800 College Blvd., Suite 630, Overland Park, KS 66211
93
Wealthminder
score

David Brozenic (CRD# 4288877) 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.

7
Scott P. Connors
CRD#: 2050976
6800 College Blvd., Suite 630, Overland Park, KS 66211
93
Wealthminder
score

Scott Connors (CRD# 2050976) 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.

8
Deborah S. Eckhoff
CRD#: 2998263
6800 College Blvd., Suite 630, Overland Park, KS 66211
93
Wealthminder
score

Deborah Eckhoff (CRD# 2998263) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 20 years of experience in the finance industry.

9
Johnathan R. Hines
CRD#: 5721872
6800 College Blvd., Suite 630, Overland Park, KS 66211
93
Wealthminder
score

Johnathan Hines (CRD# 5721872) is an Investment Advisor Representative working at V Wealth Advisors LLC in Overland Park, KS and has over 8 years of experience in the finance industry.

10
Christopher L. Klick
CRD#: 5089846
6800 College Blvd., Suite 630, Overland Park, KS 66211
93
Wealthminder
score

Christopher Klick (CRD# 5089846) 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.

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