Darrell
Tierney

Windward Private Wealth Management Inc

CRD#4447656
Investment Advisor
in Overland Park, KS

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About this Advisor

Darrell Tierney is a certified financial planner and personal financial specialist based in Overland Park, Kansas who has 24 years of relevant experience. Tierney is an advisor for Windward Private Wealth Management Inc. They have spent their entire time as a financial advisor at Windward Private Wealth Management Inc. Tierney holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Kansas, Missouri and Texas. Windward Private Wealth Management Inc is an advisory business that has its headquarters in Overland Park, KS. The company has a total of eight advisors. It administers $251 million in assets under management across its 942 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 942 customer accounts, 34% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually are based on the financial services provided. Fee types billed by Windward Private Wealth Management Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10955 Lowell Avenue Suite 410
Overland Park, KS 66210

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Windward Private Wealth Management Inc Brokerage Details

Total Assets Under Management

$250,601,350

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

8

KS Average: 44
Total Number of Accounts

942

KS Average: 4,091
Average Account Size

$266,031

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

Darrell Tierney Work History

Darrell has been registered as a financial advisor for 24 years.*

1999 - Present (25 years)

Windward Private Wealth Management 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 Darrell Tierney 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 Windward Private Wealth Management Inc

Nicholas Hartley
Overland Park, KS
Emily Petty
Overland Park, KS
Brandy Ward
Overland Park, KS
Andrew Osborne
Overland Park, KS
Darrell Tierney
Overland Park, 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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