Brad
Bechtel

Agh Wealth Advisors, LLC

CRD#3267534
Investment Advisor
in Wichita, KS

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About this Advisor

Brad Bechtel is a financial advisor operating in Wichita, Kansas who has 15 years of industry experience. Bechtel is an advisor for Agh Wealth Advisors, LLC. During their career, the advisor has held roles at Agh Wealth Advisors, LLC, Allen, Gibbs & Houlik, LLC (Formerly: Allen, Gibbs + Houlick Lc) and Lpl Financial LLC. Bechtel has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Kansas. Agh Wealth Advisors, LLC is a business headquartered in Wichita, KS. It has just five financial advisors. It controls $141 million in total assets among its 382 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 382 customer accounts, 28% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Agh Wealth Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on the services. Fee types billed by Agh Wealth Advisors, LLC likely include any blend of asset-based, hourly and other fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

301 N. Main Street Suite 1700
Wichita, KS 67202

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Agh Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$141,137,849

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

5

KS Average: 44
Total Number of Accounts

382

KS Average: 4,091
Average Account Size

$369,471

KS Average: $548,316

Investment Advisory Services

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

Brad Bechtel Work History

Brad has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Agh Wealth Advisors, LLC

2008 - Present (16 years)

Lpl Financial LLC

1996 - Present (28 years)

Allen, Gibbs & Houlik, LLC (Formerly: Allen, Gibbs + Houlick Lc)

*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 Brad Bechtel 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 Agh Wealth Advisors, LLC

Brian Gensch
Wichita, KS
David Darby
Wichita, KS
Timothy Penner
Wichita, KS
Brad Bechtel
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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