Anthony
Bell

Pinion Wealth Management, LLC

CRD#2812467
Investment Advisor
in Garden City, KS

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About this Advisor

Anthony Bell is a financial advisor working in Garden City, Kansas who has 19 years of industry experience. Bell is an advisor for Pinion Wealth Management, LLC. Throughout their career, Bell has worked at Securities America Inc, Pinion Investment Advisors, LLC Dba Pinion Wealth Management LLC, Pinion Insurance Agency, LLC and Purshe Kaplan Sterling Investments, Inc. Bell holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in California, Colorado, Kansas, Montana, Oklahoma and Texas. Pinion Wealth Management, LLC is a firm that has its headquarters in Wichita, KS. The company has offices in four locations and just five employees. It administers $263 million in total assets across its 683 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 683 customer accounts, 16% are held by high-net-worth clients who have greater than $1 million in assets. Pinion Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Pinion Wealth Management, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

816 Campus Dr
Garden City, KS 67846

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Pinion Wealth Management, LLC Brokerage Details

Total Assets Under Management

$262,579,968

KS Average: $2,243,162,756
Total Number of Employees

5

KS Average: 44
Total Number of Accounts

683

KS Average: 4,091
Average Account Size

$384,451

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Anthony Bell Work History

Anthony has been registered as a financial advisor for 19 years.*

2018 - Present (6 years)

Purshe Kaplan Sterling Investments, Inc

2000 - Present (24 years)

Pinion Investment Advisors, LLC Dba Pinion Wealth Management LLC

2000 - Present (24 years)

Pinion Insurance Agency, LLC

2005 - 2018 (13 years)

Securities America Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Bell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pinion Wealth Management, LLC

Matthew Myers
Wichita, KS
Sheryl Meyer
Wichita, KS
Jim Nakamura
Fresno, CA
Dari Basore
Wichita, KS
Anthony Bell
Garden City, KS
Blake Allen
Wichita, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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