Unclaimed Profile

Richard Wakefield Boyer

BCWM, LLC.·OVERLAND PARK, Kansas

Clean recordBCWM, LLC.

14221 METCALF AVE, OVERLAND PARK, KS 66223CRD# 1014856Firm CRD# 144748

Profile Verification

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

Identity

Richard Wakefield Boyer · OVERLAND PARK, KS

Registration

CRD #1014856 · BCWM, LLC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Wakefield Boyer is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with BCWM, LLC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BCWM, LLC.

BCWM

AUM

$597M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BCWM, LLC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Commissions

Regulatory

SEC/IARD CRD# 1014856

Firm CRD# 144748

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Wakefield Boyer offer?

Richard Wakefield Boyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Richard Wakefield Boyer's credentials?

Richard Wakefield Boyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Wakefield Boyer located?

Richard Wakefield Boyer is based in OVERLAND PARK, Kansas, working with BCWM, LLC.. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Richard Wakefield Boyer charge for services?

Richard Wakefield Boyer's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BCWM, LLC.?

BCWM, LLC. has approximately 12 employees and manages $597M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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