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Last updated: January 16th, 2020. Data source: SEC filings.
BKD Wealth Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 46 advisors. BKD Wealth Advisors manages $3.2 billion and provides investment advisory services for 1,517 clients (1:33 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||75%|
|Average Client Balance||$2,128,585|
|Total AUM||$3.2 billion|
|Advisor / Client Ratio||1:33|
|SEC Filings||Forms and Brochures (CRD # 110905)|
|State(s) Registered||AZ, AR, CA, CO, FL, GA, IL, IN, IA, KS, KY, MS, MO, NE, NC, OH, OK, OR, PA, TN, TX, UT, WA, WI|