Derek
Hensley
Sound Stewardship, LLC
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About this Advisor
Derek Hensley is a financial advisor based in Overland Park, Kansas, working with Sound Stewardship, LLC. Derek has previously held positions at State Street Bank and Sound Stewardship, LLC. Derek has passed the Series 65 regulatory exam and is registered to provide services in Kansas, Missouri, and Texas. Currently, Derek is part of Sound Stewardship, LLC, which operates out of Overland Park, Kansas. The firm has 9 employees and manages assets totaling $217.3 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, selection of other advisers, and educational seminars. The fee structure at Sound Stewardship, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sound Stewardship, LLC Brokerage Details
$217,333,172
9
966
$224,983
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Derek Hensley Work History
Sound Stewardship, LLC
State Street Bank
Disclosures
Please visit the SEC profile of Derek Hensley 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 Sound Stewardship, LLC
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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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