Best Investors
Account
Sign in
Best Investors
Account
Sign in
7300 W. 110Th Street Suite 700, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-12 |
Branch Locations
7300 W. 110Th Street Suite 700, Overland Park, KS 66210 • United States
7015 College Blvd Ste 375, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-14 |
| KS | RA | APPROVED | 2024-10-01 |
Branch Locations
7015 College Blvd Ste 375, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Overland Park Wealth Management Llc | Overland Park | KS | 06/2026 | Present |
| Sunrise Advisors, Inc. | Leawood | KS | 06/2011 | 04/2020 |
| Creative Planning | Overland Park | KS | 04/2020 | 03/2022 |
| Walsh Law Llc | Overland Park | KS | 03/2022 | Present |
| Dynamic Wealth Llc | Overland Park | KS | 09/2024 | Present |
Walsh Law LLC (formerly Heritage Estate & Legal Planning LLC), a non-investment related activity, is David Walsh's legal practice, where he provides business and estate planning related legal services to clients of Walsh Law LLC, including certain advisory clients of Dynamic Wealth LLC. David has operated Walsh Law LLC since 2012. Since March 4, 2022, Walsh Law LLC has been David's primary business until starting Dynamic Wealth LLC in September 2024. David's legal practice through Walsh Law LLC does not materially interfere with or distract from the business of Dynamic Wealth LLC and David's dedication and commitment to his advisory clients and their needs.
Reach out to this advisor