Waterfront Wealth Inc.

Waterfront Wealth Inc. (CRD# 173220) is a financial advisory firm headquartered in Overland Park, KS. They manage $730,000,000 in 2,540 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
6711 W 121st Street, Suite 200, Overland Park, KS 66209
https://www.facebook.com/waterfrontadvisors/
By the Numbers
  • Total Assets Under Management
    730
    MILLION
  • Total Number of Accounts
    2,540
    ACCOUNTS
  • Average Account Value
    $287,402
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CT, FL, IA, IL, KS, LA, MI, MO, NE, TX, VT

Financial Advisors at Waterfront Wealth Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Monte Grissom, financial advisor Overland Park KS
Monte T. Grissom
CRD#: 7032287
6711 W 121st Street, Suite 200, Overland Park, KS 66209

Monte Grissom (CRD# 7032287) is an Investment Advisor Representative working at Waterfront Wealth Inc. in Overland Park, KS and has over 5 years of experience in the finance industry.

2
Christopher Harrington, financial advisor Overland Park KS
Christopher Harrington
CRD#: 4462543
6711 W 121st Street, Suite 200, Overland Park, KS 66209

Christopher Harrington (CRD# 4462543) is an Investment Advisor Representative working at Waterfront Wealth Inc. in Overland Park, KS and has over 22 years of experience in the finance industry.

3
Jacob Linch, financial advisor Overland Park KS
Jacob A. Linch
CRD#: 6120777
6711 W 121st Street, Suite 200, Overland Park, KS 66209

Jacob Linch (CRD# 6120777) is an Investment Advisor Representative working at Waterfront Wealth Inc. in Overland Park, KS and has over 11 years of experience in the finance industry.

4
Roger Ratzlaff, financial advisor Overland Park KS
Roger C. Ratzlaff
CRD#: 1571089
6711 W 121st Street, Suite 200, Overland Park, KS 66209

Roger Ratzlaff (CRD# 1571089) is an Investment Advisor Representative working at Waterfront Wealth Inc. in Overland Park, KS and has over 37 years of experience in the finance industry.

5
Michael Shields, financial advisor Overland Park KS
Michael P. Shields
CRD#: 3075094
6711 W 121st Street, Suite 200, Overland Park, KS 66209

Michael Shields (CRD# 3075094) is an Investment Advisor Representative working at Waterfront Wealth Inc. in Overland Park, KS and has over 25 years of experience in the finance industry.

6
Pamela Vasquez, financial advisor Overland Park KS
Pamela Vasquez
CRD#: 5413410
6711 W 121st Street, Suite 200, Overland Park, KS 66209

Pamela Vasquez (CRD# 5413410) is an Investment Advisor Representative working at Waterfront Wealth Inc. in Overland Park, KS and has over 16 years of experience in the finance industry.

7
Matthew Hekman, financial advisor Overland Park KS
Matthew A. Hekman
CRD#: 4689747
6711 W 121st Street, Suite 200, Overland Park, KS 66209

Matthew Hekman (CRD# 4689747) is an Investment Advisor Representative working at Waterfront Wealth Inc. in Overland Park, KS and has 1 year of experience in the finance industry.

8
Kale Soukup, financial advisor Overland Park KS
Kale A. Soukup
CRD#: 7804826
6711 W 121st Street, Suite 200, Overland Park, KS 66209

Kale Soukup (CRD# 7804826) is an Investment Advisor Representative working at Waterfront Wealth Inc. in Overland Park, KS and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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