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Retirewise Tax And Wealth Advisors, Inc. CRD 284394
$243M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2820 Sw Mission Woods Drive, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-07 |
| KS | RA | APPROVED | 2016-09-20 |
Branch Locations
2820 Sw Mission Woods Drive, Topeka, KS 66614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirewise, Inc. | Topeka | KS | 12/2018 | 12/2025 |
| Retirewise Tax And Wealth Advisors, Inc. | Topeka | KS | 12/2018 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 05/2016 | 01/2017 |
| Cfg Trusted Advisors, Inc. | Topeka | KS | 09/2016 | 12/2018 |
| Capital Financial Group, Inc. | Topeka | KS | 01/2013 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-12 |
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