V Wealth Management, LLC

V Wealth Management, LLC (CRD# 153278) is a financial advisory firm headquartered in Leawood, KS. They manage $751,306,521 in 4,864 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    751
    MILLION
  • Total Number of Accounts
    4,864
    ACCOUNTS
  • Average Account Value
    $154,463
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, KS, LA, MN, MO, NC, NE, NM, NY, OH, OK, PA, TX, VA

Financial Advisors at V Wealth Management, LLC
Showing 1 - 10 of 34 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 Management, LLC in Overland Park, KS and has over 17 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
Neal D. Furlong
CRD#: 1352000
Three Cityplace, Suite 550, Saint Louis, MO 63141
96
Wealthminder
score

Neal Furlong (CRD# 1352000) is an Investment Advisor Representative working at V Wealth Management, LLC in Saint Louis, MO and has over 31 years of experience in the finance industry.

3
Joshua L. Jones
CRD#: 4841998
515 S. Main St, Ste 111, Wichita, KS 67202
96
Wealthminder
score

Joshua Jones (CRD# 4841998) is an Investment Advisor Representative working at V Wealth Management, LLC in Wichita, KS and has over 12 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.

4
John T. McCabe
CRD#: 1353912
1800 West Loop South, Suite 1900, Houston, TX 77027
96
Wealthminder
score

John McCabe (CRD# 1353912) is an Investment Advisor Representative working at V Wealth Management, LLC in Houston, TX and has over 18 years of experience in the finance industry.

5
Larry J. Smith
CRD#: 428208
1800 West Loop South, Suite 1900, Houston, TX 77027
96
Wealthminder
score

Larry Smith (CRD# 428208) is an Investment Advisor Representative working at V Wealth Management, LLC in Houston, TX and has over 36 years of experience in the finance industry. Larry Smith 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
Dudley J. Balzer
CRD#: 3143664
Shorewood, IL
93
Wealthminder
score

Dudley Balzer (CRD# 3143664) is an Investment Advisor Representative working at V Wealth Management, LLC in Shorewood, IL and has over 17 years of experience in the finance industry.

7
David I. Brozenic
CRD#: 4288877
6800 College Blvd., Suite 200, Leawood, KS 66211
93
Wealthminder
score

David Brozenic (CRD# 4288877) is an Investment Advisor Representative working at V Wealth Management, LLC in Leawood, KS and has over 15 years of experience in the finance industry.

8
Scott P. Connors
CRD#: 2050976
6800 College Blvd., Suite 200, Leawood, KS 66211
93
Wealthminder
score

Scott Connors (CRD# 2050976) is an Investment Advisor Representative working at V Wealth Management, LLC in Leawood, KS and has over 26 years of experience in the finance industry.

9
Brian D. Copeland
CRD#: 5274143
6800 College Blvd., Suite 200, Leawood, KS 66211
93
Wealthminder
score

Brian Copeland (CRD# 5274143) is an Investment Advisor Representative working at V Wealth Management, LLC in Leawood, KS and has over 8 years of experience in the finance industry.

10
Deborah S. Eckhoff
CRD#: 2998263
6800 College Blvd., Suite 200, Leawood, KS 66211
93
Wealthminder
score

Deborah Eckhoff (CRD# 2998263) is an Investment Advisor Representative working at V Wealth Management, LLC in Leawood, KS and has over 18 years of experience in the finance industry.

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