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Troy David Kerr

FRONTIER WEALTH MANAGEMENT, LLC·LEAWOOD, Kansas
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4200 W. 115TH STREET, LEAWOOD, KS 66211CRD# 4880439Firm CRD# 144344
01

About

Troy David Kerr is a registered financial advisor based in LEAWOOD, Kansas, affiliated with FRONTIER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
FRONTIER WEALTH MANAGEMENT, LLC
FWM LEGACY, LLC
AUM
$4.1B
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at FRONTIER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4880439
Firm CRD# 144344
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Troy David Kerr offer?
Troy David Kerr specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Troy David Kerr's credentials?
Troy David Kerr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Troy David Kerr located?
Troy David Kerr is based in LEAWOOD, Kansas, working with FRONTIER WEALTH MANAGEMENT, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Troy David Kerr charge for services?
Troy David Kerr's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRONTIER WEALTH MANAGEMENT, LLC?
FRONTIER WEALTH MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $4.1B in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Kansas
OVERLAND PARK (478)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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