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 18 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 5 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 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.