A complete list of active advisors currently associated with State Line Wealth Management
Warmer can help you find a great advisor at State Line Wealth Management or one who fits your needs even better.
The firm provides fee-based investment advisory services to individuals, trusts, estates, charitable organizations, corporations and pension or profit-sharing plans. It also offers retirement-plan consulting and non-discretionary ERISA 3(21) fiduciary services to plan sponsors, including assistance with investment option selection, monitoring and participant education. The firm follows a tactical allocation strategy intended to manage risk and pursue improved performance, using fundamental, technical and cyclical analysis and employing both short- and long-term positions; cash allocations may be used as a hedge. A substantial portion of assets are managed on a non-discretionary basis, so clients and plan sponsors typically retain final decision authority while the firm provides recommendations and periodic reviews. What distinguishes the firm from many peers is its affiliation with a related exempt commodity pool operator and a commodity pool that it may recommend to clients, a relationship the firm discloses can create conflicts of interest. The firm’s managing member devotes a significant portion of time to that affiliated commodity business, and the firm reports a larger share of non-discretionary AUM alongside explicit pension consulting and fiduciary retirement-plan services than is common for similar independent advisors.
To learn more about the advisors currently working at State Line Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Overland Park, KS
| 31
|
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