BKD Wealth Advisors Review


Trust Score 97%
Trust Score info_outline
Share

BKD Wealth Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 44 advisors. BKD Wealth Advisors manages $3.1 billion and provides investment advisory services for 1,574 clients (1:36 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $500,000
Avg Account Balance $1,966,133
Hybrid Advisor Yes
Disciplinary History No
Total AUM $3.1 billion
Advisor / Client Ratio 1:36
Headquarters Springfield, MO
SEC Filings Forms and Brochures
State(s) Registered AZ, AR, CA, CO, FL, GA, IL, IN, IA, KS, KY, MS, MO, NE, NC, OH, OK, OR, PA, TN, TX, WA, WI


Questions & Answers



Get answers about BKD Wealth Advisors


Ask a question question_answer