SW
CFP
SW
CFP

Skylar Wright

11 Years of Experience
Kansas City, MO
Broker

Skylar Wright is a CFP-designated registered investment advisor, based in Kansas City, MO, with 11 years of industry experience. Skylar is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Kansas City, MO

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Kestra Investment Services, LLC
December 2021 - Present · 4 yrs 10 mos
Kestra Advisory Services, LLC
December 2021 - Present · 4 yrs 10 mos
Kestra Investment Services, LLCBroker
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
LPL Financial LLC
August 2021 - December 2021 · 4 mos
LPL Financial LLCBroker
May 2021 - December 2021 · 7 mos
Waddell & Reed
June 2019 - September 2021 · 2 yrs 3 mos
Waddell & ReedBroker
April 2015 - September 2021 · 6 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.
More Advisors
Skylar Wright - Financial Advisor | TrueAdvisor