Nicholas
Hartley
Windward Private Wealth Management Inc
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About this Advisor
Nicholas Hartley is a financial advisor working out of Overland Park, Kansas with a total of 1 year of industry experience. Hartley is an employee of Windward Private Wealth Management Inc. During their career, Hartley has held roles at Windward Private Wealth Management, Indian Foothills Golf Course, Stonehedge Bar And Grill, Missouri Valley College, Harrah'S Kansas City, Common Good Natural Living, Marshall Cinema, The Rim, Resolution Reuse and Student. Hartley has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Kansas and Missouri. Windward Private Wealth Management Inc is a financial advisory business that has its headquarters in Overland Park, KS. The company has a total of eight financial advisors. It controls $251 million in assets under management across its 942 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides services to nine charities and foundations. Of its 942 customer accounts, 34% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services are offered. However, fees billed by Windward Private Wealth Management Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Windward Private Wealth Management Inc Brokerage Details
$250,601,350
8
942
$266,031
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Nicholas Hartley Work History
Nicholas has been registered as a financial advisor for 1 years.*
Windward Private Wealth Management
Indian Foothills Golf Course
Stonehedge Bar And Grill
Indian Foothills Golf Course
Harrah'S Kansas City
Indian Foothills Golf Course
Indian Foothills Golf Course
Missouri Valley College
Common Good Natural Living
Marshall Cinema
The Rim
Resolution Reuse
Student
*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 Nicholas Hartley 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
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 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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