linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandy Kyan Ward

Windward Private Wealth Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandy? Claim Your Profile

About Brandy Kyan Ward

Brandy Ward is an investment advisor representative at Windward Private Wealth Management Inc. Brandy is registered with the state of Kansas as an investment advisor representative. Brandy has been in the financial services industry for over 10 years. Brandy's firm manages assets for a variety of client types, including individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. Brandy is also a registered investment advisor representative in Missouri and Texas.

Firm Information

Brandy Ward is currently registered with Windward Private Wealth Management Inc.. Windward Private Wealth Management Inc. is an investment advisor based in Overland Park, Kansas. The firm offers a range of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting. Windward Private Wealth Management Inc. manages approximately $247.6 million in assets for a diverse client base, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.
Windward Private Wealth Management Inc.

10955 LOWELL AVENUE

OVERLAND PARK, KS 66210

$247.58M

Assets Under Management

6

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandy Ward’s Registration & Firm History

KS

10/04/2023 - Present

Windward Private Wealth Management Inc. (OVERLAND PARK KS)

Not sure if Brandy Kyan Ward is right for you?

Licenses & Designations

IA

Issued 08/10/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandy Kyan Ward.
Not sure if Brandy Kyan Ward is right for you?