Paul
Gillespie
Nuance Investments, LLC
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About this Advisor
Paul Gillespie is a financial advisor based in Kansas City, Missouri with a total of 9 years of relevant experience. Gillespie works at Nuance Investments, LLC. Their career trajectory has included roles at Wunderlich Securities, Inc and Nuance Investments, LLC. Gillespie has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Alabama, Kansas, Missouri, Tennessee and Texas. Nuance Investments, LLC is a firm that has its headquarters in Kansas City, MO. It has a total of 24 advisors. It controls $6 billion in assets under management among its 781 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 20 charities and foundations. Of its 781 client accounts, just 8% are associated with high-net-worth clients who have at least $1 million in investable assets. Nuance Investments, LLC has a wide set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management typically are based on the financial services offered. Fee types charged by Nuance Investments, LLC most likely include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nuance Investments, LLC Brokerage Details
$5,575,739,313
24
781
$7,139,231
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Paul Gillespie Work History
Paul has been registered as a financial advisor for 9 years.*
Nuance Investments, LLC
Wunderlich Securities, 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 Paul Gillespie 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 Nuance Investments, LLC
West Bend, WI
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
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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