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Peter James Sowden

Atwood & Palmer, Inc.

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About Peter James Sowden

Peter Sowden is an investment advisor representative with Atwood & Palmer, Inc. in Kansas City, Missouri. Peter has been in the industry since 2004 and has experience with both individual and institutional clients. Peter holds the Series 7, Series 31 and Series 66 licenses and is a Chartered Financial Analyst (CFA). Peter’s previous experience includes time spent with PURSHE KAPLAN STERLING INVESTMENTS, CAMBRIDGE INVESTMENT RESEARCH, INC. and MORGAN STANLEY DW INC.

Firm Information

Peter Sowden is currently registered with Atwood & Palmer, Inc.. Atwood & Palmer, Inc. is an investment advisor headquartered in KANSAS CITY, MO. The firm manages over $1.44 billion in assets for 1,176 accounts, primarily for high-net-worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services for both businesses and individuals. The firm's website addresses are HTTP://TWITTER.COM/ATWOODPALMER, HTTPS://WWW.LINKEDIN.COM/COMPANY/ATWOOD-&-PALMER-INC-/, and HTTP://WWW.ATWOODPALMER.COM.
Atwood & Palmer, Inc.

4520 MADISON AVENUE

KANSAS CITY, MO 64111-3541

$1.44B

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

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

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Peter Sowden’s Registration & Firm History

MO

12/20/2006 - Present

Atwood & Palmer, Inc. (KANSAS CITY MO)

KS

12/03/2004 - 04/26/2006

PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)

IA

10/22/2004 - 12/13/2004

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

NY

02/09/2004 - 10/14/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 02/13/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/26/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 02/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter James Sowden.
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