Westward Investment Advisory

Westward Investment Advisory (CRD# 281742) is a financial advisory firm headquartered in Prairie Village, KS. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

KS, WI

Financial Advisors at Westward Investment Advisory
Showing 1 - 3 of 3 top financial advisors.
1
James M. Holcomb
CRD#: 2200239
4200 W. 83rd Street, Suite 51, Prairie Village, KS 66208
93
Wealthminder
score

James Holcomb (CRD# 2200239) is an Investment Advisor Representative working at Westward Investment Advisory in Prairie Village, KS and has over 17 years of experience in the finance industry.

2
Ryan P. McLaughlin
CRD#: 6040356
4200 W. 83rd Street, Suite 51, Prairie Village, KS 66208
90
Wealthminder
score

Ryan McLaughlin (CRD# 6040356) is an Investment Advisor Representative working at Westward Investment Advisory in Prairie Village, KS and has over 4 years of experience in the finance industry.

3
Dale R. Pfeifer
CRD#: 2460854
4200 W. 83rd Street, Suite 51, Prairie Village, KS 66208
89
Wealthminder
score

Dale Pfeifer (CRD# 2460854) is an Investment Advisor Representative working at Westward Investment Advisory in Prairie Village, KS and has over 3 years of experience in the finance industry.

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