Unclaimed Profile

Sarah K Collins

WHETSTONE CAPITAL ADVISORS, LLC·SHAWNEE MISSION, Kansas

Clean recordWHETSTONE CAPITAL ADVISORS, LLC

2001 SHAWNEE MISSION PARKWAY, SHAWNEE MISSION, KS 66205CRD# 6388656Firm CRD# 155414

Profile Verification

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

Identity

Sarah K Collins · SHAWNEE MISSION, KS

Registration

CRD #6388656 · WHETSTONE CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sarah K Collins is a registered financial advisor based in SHAWNEE MISSION, Kansas, affiliated with WHETSTONE CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WHETSTONE CAPITAL ADVISORS, LLC

WHETSTONE CAPITAL ADVISORS

AUM

$297M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHETSTONE CAPITAL ADVISORS, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6388656

Firm CRD# 155414

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Frequently Asked Questions

What services does Sarah K Collins offer?

Sarah K Collins specializes in Retirement Planning. Contact their office in SHAWNEE MISSION, Kansas for a consultation.

What are Sarah K Collins's credentials?

Sarah K Collins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah K Collins located?

Sarah K Collins is based in SHAWNEE MISSION, Kansas, working with WHETSTONE CAPITAL ADVISORS, LLC. Their office serves clients in the SHAWNEE MISSION metropolitan area and surrounding communities.

How does Sarah K Collins charge for services?

Sarah K Collins'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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