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Joni Kay Lindquist

Aspyre Wealth Partners

Overland Park, KS

CRD 6187849

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Employer firm

Aspyre Wealth Partners CRD 107212

$668M regulatory AUM 58 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Aspyre Wealth Partners

10851 Mastin Blvd. Ste 1050, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2013-05-23
  • KS RA
    APPROVED
    Since 2013-05-23

Branch Locations

10851 Mastin Blvd. Ste 1050, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Khc Wealth Management Overland Park KS 03/2007 Present
  • 03/2007 → Present
    Khc Wealth Management
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-22
  • S65 Uniform Investment Adviser Law Examination
    2013-05-22
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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