BM
CFP
BM
CFP
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
IM Fee
Planning only
Assets Under Management
$3.2B
Fee Structure
Minimum Investment:$500K
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 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
October 2019Employment History
Current Registrations
Two West Capital Advisors LLC
June 2020 - Present · 5 yrs 9 mos
Previous Registrations
VALIC Financial Advisors, INC.
August 2005 - November 2019 · 14 yrs 3 mos
VALIC Financial Advisors, INC.Broker
July 2005 - November 2019 · 14 yrs 4 mos
State Registrations2 states
KSTX
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.