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Andrew Mcintyre Carlson

WHETSTONE CAPITAL ADVISORS, LLC·MISSION WOODS, Kansas
Clean recordWHETSTONE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Mcintyre Carlson is a registered financial advisor based in MISSION WOODS, Kansas, affiliated with WHETSTONE CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WHETSTONE CAPITAL ADVISORS, LLC
WHETSTONE CAPITAL ADVISORS
AUM
$297M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WHETSTONE CAPITAL ADVISORS, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6225887
Firm CRD# 155414
View on FINRA BrokerCheck →

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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

Sarah K Collins
SHAWNEE MISSION, KS
Thomas Christopher Mcgannon
MISSION WOODS, KS
David Alan Atterbury
MISSION WOODS, KS
Kevin James Barb
MISSION WOODS, KS

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Research
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