James
Milazzo

Axxcess Wealth Management, LLC

CRD#4009269
Investment Advisor
in Overland Park, KS

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About this Advisor

James Milazzo is a financial advisor based in Overland Park, Kansas, working with Axxcess Wealth Management, LLC. James has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Axxcess Wealth Management, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Texas. Currently, James is part of Axxcess Wealth Management, LLC, which operates out of Overland Park, Kansas. The firm has 28 offices and 78 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and 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, pension consulting services, and selection of other advisers. The fee structure at Axxcess Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

7400 W. 130Th Street Suite 230
Overland Park, KS 66213

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Axxcess Wealth Management, LLC Brokerage Details

Total Assets Under Management

$6,470,763,788

KS Average: $7,578,581,321
Total Number of Employees

78

KS Average: 43
Total Number of Accounts

24,090

KS Average: 3,727
Average Account Size

$268,608

KS Average: $2,033,427

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

James Milazzo Work History

2022 - Present (2 years)

Axxcess Wealth Management, LLC

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

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Disclosures

Please visit the SEC profile of James Milazzo 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 Axxcess Wealth Management, LLC

Thomas Gajdalo
Lantana, TX
Michael Marino
Denver, CO
Alan Grismore
Carlsbad, CA
Kyra Easley
Bainbridge Island, WA
Juan Munoz
San Diego, CA
Richard Leu
Pasadena, CA
Jonathan Lugo
Carlsbad, CA
Cory Persson
Carlsbad, CA

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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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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