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
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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.
Learn about disclosures →Employment History
Current Registrations
Two West Capital Advisors LLC
October 2022 - Present · 3 yrs 5 mos
Previous Registrations
Prime Capital Investment Advisors, LLC
February 2020 - October 2022 · 2 yrs 8 mos
Private Client Services, LLCBroker
February 2020 - October 2022 · 2 yrs 8 mos
Mariner Wealth Advisors
June 2018 - February 2020 · 1 yr 8 mos
Mariner Retirement Advisors, LLC
September 2017 - July 2018 · 10 mos
Msec, LLCBroker
December 2015 - February 2020 · 4 yrs 2 mos
American Fidelity Securities, INC.Broker
January 2010 - October 2014 · 4 yrs 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2008 - December 2009 · 1 yr 9 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.