Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Stephen Falter

MID-American Wealth Advisory Group

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

About Joshua Stephen Falter

Joshua Stephen Falter is an investment advisor representative with Mid-American Wealth Advisory Group. Joshua is registered as an investment advisor representative in Kansas and Missouri. Joshua has been working in the financial industry for over six years. Joshua has a Series 65 license and has been with Mid-American Wealth Advisory Group since 2016. Joshua holds a Series 65 license and is also registered as an Investment Advisor Representative in Kansas and Missouri. Joshua has a strong background in financial planning and portfolio management. Joshua specializes in providing financial advice to individuals and families. Joshua is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Joshua Falter is currently registered with MID-American Wealth Advisory Group. MID-American Wealth Advisory Group is a wealth advisory firm based in Kansas City, Missouri. The firm manages approximately $283.26 million in assets for 2,079 clients, including individuals, corporations, and high-net-worth individuals. They offer a range of investment services, including portfolio management for individuals and businesses, as well as selection of other advisors.
MID-American Wealth Advisory Group

7505 NW TIFFANY SPRINGS PARKWAY

KANSAS CITY, MO 64153

$283.26M

Assets Under Management

Not reported

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

selection of other advisors

Helps you choose top advisors aligned with your financial 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

percentage of assets

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

Find Your Ideal Financial Advisor

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.

Joshua Falter’s Registration & Firm History

MO

11/12/2020 - Present

MID-American Wealth Advisory Group (KANSAS CITY MO)

Not sure if Joshua Stephen Falter is right for you?

Licenses & Designations

IA

Issued 08/25/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Stephen Falter.
Not sure if Joshua Stephen Falter is right for you?