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Andrew Mcintyre Carlson

WHETSTONE CAPITAL ADVISORS, LLC·MISSION WOODS, Kansas
Series 65Clean record12 years registeredWHETSTONE CAPITAL ADVISORS, LLC
2001 SHAWNEE MISSION PARKWAY, MISSION WOODS, KS 66205CRD# 6225887Firm CRD# 155414

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Mcintyre Carlson · MISSION WOODS, KS
Registration
CRD #6225887 · WHETSTONE CAPITAL ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

WHETSTONE CAPITAL ADVISORS
Sep 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 4, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHETSTONE CAPITAL ADVISORS, LLC
CRD 155414 · SEC 801-79507
AUM
$297M
Regulatory assets under management
Employees
5
3 client accounts
Services offered by WHETSTONE CAPITAL ADVISORS, LLC
Per Form ADV
Pension consulting
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at WHETSTONE CAPITAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Andrew Mcintyre Carlson offer?
Andrew Mcintyre Carlson specializes in Retirement Planning. Contact their office in MISSION WOODS, Kansas for a consultation.
What are Andrew Mcintyre Carlson's credentials?
Andrew Mcintyre Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Mcintyre Carlson located?
Andrew Mcintyre Carlson is based in MISSION WOODS, Kansas, working with WHETSTONE CAPITAL ADVISORS, LLC. Their office serves clients in the MISSION WOODS metropolitan area and surrounding communities.
How does Andrew Mcintyre Carlson charge for services?
Andrew Mcintyre Carlson's firm is compensated through percentage of aum, 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 WHETSTONE CAPITAL ADVISORS, LLC?
WHETSTONE CAPITAL ADVISORS, LLC has approximately 5 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHETSTONE CAPITAL ADVISORS, LLC

Kevin James Barb
MISSION WOODS, KS
Thomas Christopher Mcgannon
MISSION WOODS, KS
David Alan Atterbury
MISSION WOODS, KS

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