Windward Private Wealth Management Inc.

Windward Private Wealth Management Inc. (CRD# 113761) is a financial advisory firm headquartered in Overland Park, KS. They manage $124,225,930 in 508 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $244,539
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
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, LA, MO, NH, TX

Financial Advisors at Windward Private Wealth Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Andrew S. Osborne
CRD#: 5865396
2101 Burlington, North Kansas City, MO 64116
96
Wealthminder
score

Andrew Osborne (CRD# 5865396) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in North Kansas City, MO and has over 5 years of experience in the finance industry. Andrew Osborne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Darrell R. Tierney
CRD#: 4447656
10955 Lowell Avenue, Suite 410, Overland Park, KS 66210
96
Wealthminder
score

Darrell Tierney (CRD# 4447656) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 17 years of experience in the finance industry. Darrell Tierney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Steven T. Osborne
CRD#: 4895887
2101 Burlington, North Kansas City, MO 64116
93
Wealthminder
score

Steven Osborne (CRD# 4895887) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in North Kansas City, MO and has over 11 years of experience in the finance industry.

4
Brent W. Lemieux
CRD#: 6147159
10955 Lowell Avenue, Suite 410, Overland Park, KS 66210
90
Wealthminder
score

Brent Lemieux (CRD# 6147159) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 3 years of experience in the finance industry.

5
Emily K. Tierney
CRD#: 6239982
10955 Lowell Avenue, Suite 410, Overland Park, KS 66210
89
Wealthminder
score

Emily Tierney (CRD# 6239982) 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.

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