MV
MV

Margaret Vanwagoner

23 Years of Experience
Overland Park, KS

Margaret Vanwagoner is a registered investment advisor at Demarche, based in Overland Park, KS, with 23 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients.

Compensation
Fixed/Hourly
Firm Size
9 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10975 Grandview Drive, Suite 500, Overland Park, KS, 66210-1564

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Demarche
July 2015 - Present · 10 yrs 9 mos
Demarche
July 2015 - Present · 10 yrs 9 mos
Previous Registrations
Endex Capital Managment LLC
July 2015 - December 2022 · 7 yrs 5 mos
Kansas City Brokerage. INCBroker
May 2015 - October 2019 · 4 yrs 5 mos
American Century Investment Services INC.Broker
July 2002 - October 2014 · 12 yrs 3 mos
State Registrations1 state
KS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.