BKD Wealth Advisors


Trust Score 97%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.

Share

BKD Wealth Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 23 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.

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
Average Client Balance $2,128,585
Hybrid Advisor Yes
Disciplinary History No
Total AUM $3.2 billion
Advisor / Client Ratio 1:33
Headquarters Springfield, MO
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, WA, WI


Questions & Answers



Get answers about BKD Wealth Advisors


Ask a question question_answer