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Kevin Sumner Mcgrew

WEALTH MANAGEMENT ADVISORS INC·LEAWOOD, Kansas
Series 7, Series 63Clean record28 years registeredWEALTH MANAGEMENT ADVISORS INC
4000 W. 114TH ST., STE. 160, LEAWOOD, KS 66211CRD# 1754659Firm CRD# 106521

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Sumner Mcgrew · LEAWOOD, KS
Registration
CRD #1754659 · WEALTH MANAGEMENT ADVISORS INC · 28 years registered
Brand Profile
Not yet started
01

Career History

RUBINBROWN ADVISORS LLC
May 2020 – present
WEALTH MANAGEMENT ADVISORS INC
Dec 1997 – May 2020
LEAWOOD, KS
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · December 1, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH MANAGEMENT ADVISORS INC
CRD 106521 · SEC 801-44115
AUM
$504M
Regulatory assets under management
Employees
6
339 client accounts
Services offered by WEALTH MANAGEMENT ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTH MANAGEMENT ADVISORS INC →
Introduction

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05

Frequently Asked Questions

What services does Kevin Sumner Mcgrew offer?
Kevin Sumner Mcgrew specializes in Financial Planning, Investment Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Kevin Sumner Mcgrew's credentials?
Kevin Sumner Mcgrew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Sumner Mcgrew located?
Kevin Sumner Mcgrew is based in LEAWOOD, Kansas, working with WEALTH MANAGEMENT ADVISORS INC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Kevin Sumner Mcgrew charge for services?
Kevin Sumner Mcgrew's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT ADVISORS INC?
WEALTH MANAGEMENT ADVISORS INC has approximately 6 employees and manages $504M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Paul Lewis Watkins
LEAWOOD, KS

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