Westward Investment Advisory

Westward Investment Advisory (CRD# 281742) is a financial advisory firm headquartered in Prairie Village, KS. They manage $397,413,891 in 53 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    397
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $7,498,375
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, TX, 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 101, Prairie Village, KS 66208

James Holcomb (CRD# 2200239) is an Investment Advisor Representative working at Westward Investment Advisory in Prairie Village, KS and has over 25 years of experience in the finance industry.

2
Ryan P. McLaughlin
CRD#: 6040356
4200 W. 83rd Street, Suite 101, Prairie Village, KS 66208

Ryan McLaughlin (CRD# 6040356) is an Investment Advisor Representative working at Westward Investment Advisory in Prairie Village, KS and has over 11 years of experience in the finance industry.

3
Dale R. Pfeifer
CRD#: 2460854
4200 W. 83rd Street, Suite 101, Prairie Village, KS 66208

Dale Pfeifer (CRD# 2460854) is an Investment Advisor Representative working at Westward Investment Advisory in Prairie Village, KS and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.