Windward Private Wealth Management Inc.

Windward Private Wealth Management Inc. (CRD# 113761) is a financial advisory firm headquartered in Overland Park, KS. They manage $247,584,326 in 930 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
10955 Lowell Avenue, Suite 410, Overland Park, KS 66210
http://www.windwardfp.com
By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    930
    ACCOUNTS
  • Average Account Value
    $266,220
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, IL, KS, LA, MO, NE, NH, TX

Financial Advisors at Windward Private Wealth Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Andrew Osborne, financial advisor Overland Park KS
Andrew S. Osborne
CRD#: 5865396
10955 Lowell Avenue, Suite 410, Overland Park, KS 66210

Andrew Osborne (CRD# 5865396) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 13 years of experience in the finance industry.

2
Emily Petty, financial advisor Overland Park KS
Emily T. Petty
CRD#: 6239982
10955 Lowell Avenue, Suite 410, Overland Park, KS 66210

Emily Petty (CRD# 6239982) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 10 years of experience in the finance industry.

3
Darrell Tierney, financial advisor Overland Park KS
Darrell R. Tierney
CRD#: 4447656
10955 Lowell Avenue, Suite 410, Overland Park, KS 66210

Darrell Tierney (CRD# 4447656) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 24 years of experience in the finance industry.

4
Brandy Ward, financial advisor Overland Park KS
Brandy K. Ward
CRD#: 6364304
10955 Lowell Avenue, Suite 410, Overland Park, KS 66210

Brandy Ward (CRD# 6364304) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 5 years of experience in the finance industry.

5
Nicholas Hartley, financial advisor Overland Park KS
Nicholas P. Hartley
CRD#: 7490223
10955 Lowell Avenue, Suite 410, Overland Park, KS 66210

Nicholas Hartley (CRD# 7490223) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 2 years 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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