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Brandy Kyan Ward

Windward Private Wealth Management Inc.

Overland Park, KS

Butler, MO

CRD 6364304

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Employer firm

Windward Private Wealth Management Inc. CRD 113761

$310M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Windward Private Wealth Management Inc.

10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-04
KS RA APPROVED 2018-08-10
MO RA APPROVED 2018-08-10
  • TX RA
    APPROVED_RES
    Since 2023-10-04
  • KS RA
    APPROVED
    Since 2018-08-10
  • MO RA
    APPROVED
    Since 2018-08-10

Branch Locations

10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States

Butler, MO • 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
Windward Private Wealth Management, Inc. Kansas City KS 06/2013 08/2017
Windward Private Wealth Management, Inc. Kansas City KS 08/2017 05/2021
Windward Private Wealth Management, Inc. Kansas City KS 06/2021 Present
Brandy Ward Photography Butler MO 06/2020 10/2022
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-10
  • S65 Uniform Investment Adviser Law Examination
    2018-08-10
Other Names
  • Brandy Kyan Crist

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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