Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingSpecial Needs PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$243.6M
Fee Structure
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Contact
Joshua Richard Spradling
Location
9101 W. 110th St., Suite 150, 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
Sound Stewardship, LLC
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Waddell & ReedBroker
September 2018 - June 2020 · 1 yr 9 mos
State Registrations3 states
KSMOTX
Advisor
Exams
No exam information available for this advisor.
Contact
Joshua Richard Spradling