Cynthia
Wysong

Bcwm

CRD#5624937
Investment Advisor
in Overland Park, KS

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About this Advisor

Cynthia Wysong is a financial advisor based in Overland Park, Kansas, working with Bcwm. Cynthia has previously held a position at Boyer & Corporon Wealth Management, LLC. Cynthia has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Cynthia is part of Bcwm, which operates out of Overland Park, Kansas. The firm has 12 employees and manages assets totaling $596.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, educational seminars, and other services. The fee structure at Bcwm includes asset-based and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Commissions

Office Location

14221 Metcalf Ave Suite 201
Overland Park, KS 66223

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Bcwm Brokerage Details

Total Assets Under Management

$596,893,072

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

12

KS Average: 44
Total Number of Accounts

350

KS Average: 4,091
Average Account Size

$1,705,409

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Cynthia Wysong Work History

2012 - Present (12 years)

Boyer & Corporon Wealth Management, LLC

Disclosures

Please visit the SEC profile of Cynthia Wysong 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 Bcwm

Eric Clark
Overland Park, KS
Cynthia Wysong
Overland Park, KS
Sean Easterly
Overland Park, KS
Laura Carley
Overland Park, KS
Richard Boyer
Overland Park, KS
Melinda Corporon
Overland Park, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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