BKD Wealth Advisors Review

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The following automated report was generated using SEC and FINRA data and was last updated on March 24th, 2020. For data support, email "support@investor.com".

BKD Wealth Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 25 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).

BKD Wealth Advisors does meet the requirements to be Trusted by investor.com. Regulatory data checked includes disciplinary disclosures such as felony convictions, monetary penalties, and regulation violations, among others. We also checked for other conflicts of interest that can impact client costs, including 12B-1 Fees, commissions, and insurance affiliations.

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Firm Information Value
Advisors Directory View Directory
Avg Advisor Years Registered 11
Percentage of Advisors Trusted 76%
Minimum Investment $500,000
Average Client Balance $2,128,585
Total AUM $3.2 billion
Advisor / Client Ratio 1:33
Headquarters Springfield, MO
SEC Filings View SEC IAPD CRD #110905
State(s) Registered AZ, AR, CA, CO, FL, GA, IL, IN, IA, KS, KY, MS, MO, NE, NY, NC, OH, OK, OR, PA, TN, TX, UT, WA, WI

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SEC data last verified 03/24/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.

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