Unclaimed Profile

Marko D Ungashick

TWO WEST CAPITAL ADVISORS LLC·OVERLAND PARK, Kansas

Series 6, Series 7, Series 63, Series 65Clean record20 years registeredTWO WEST CAPITAL ADVISORS LLC

10975 BENSON DRIVE, OVERLAND PARK, KS 66210CRD# 4557016Firm CRD# 154543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marko D Ungashick · OVERLAND PARK, KS

Registration

CRD #4557016 · TWO WEST CAPITAL ADVISORS LLC · 20 years registered

Brand Profile

Not yet started

Career History

TWO WEST CAPITAL ADVISORS LLC

Aug 2010 – present

TWO WEST

Sep 2015 – Nov 2016

OVERLAND PARK, KS

LAWING FINANCIAL ASSOCIATES, INC.

Oct 2005 – Aug 2010

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · October 10, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TWO WEST CAPITAL ADVISORS LLC

CRD 154543 · SEC 801-76551

AUM

$2.8B

Regulatory assets under management

Employees

1,035 client accounts

Services offered by TWO WEST CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TWO WEST CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Marko D Ungashick offer?

Marko D Ungashick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Marko D Ungashick's credentials?

Marko D Ungashick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marko D Ungashick located?

Marko D Ungashick is based in OVERLAND PARK, Kansas, working with TWO WEST CAPITAL ADVISORS LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Marko D Ungashick charge for services?

Marko D Ungashick's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TWO WEST CAPITAL ADVISORS LLC?

TWO WEST CAPITAL ADVISORS LLC has approximately 15 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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