Unclaimed Profile

Dwayne Kent White

TOWER WEALTH MANAGERS, INC.·KANSAS CITY, Missouri

Series 7Clean record23 years registeredTOWER WEALTH MANAGERS, INC.

ONE WARD PARKWAY, KANSAS CITY, MO 64112CRD# 822813Firm CRD# 144791

Profile Verification

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

Identity

Dwayne Kent White · KANSAS CITY, MO

Registration

CRD #822813 · TOWER WEALTH MANAGERS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TOWER WEALTH MANAGERS, INC.

TOWER WEALTH MANAGERS

Jan 2008 – Nov 2018

KANSAS CITY, MO

COUNTRY CLUB FINANCIAL SERVICES, INC.

Jul 2003 – May 2013

SHAWNEE MISSION, KS

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · July 31, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOWER WEALTH MANAGERS, INC.

CRD 144791 · SEC 801-68636

AUM

$1.9B

Regulatory assets under management

Employees

2,126 client accounts

Services offered by TOWER WEALTH MANAGERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TOWER WEALTH MANAGERS, INC. →

Introduction

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Frequently Asked Questions

What services does Dwayne Kent White offer?

Dwayne Kent White specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Dwayne Kent White's credentials?

Dwayne Kent White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dwayne Kent White located?

Dwayne Kent White is based in KANSAS CITY, Missouri, last registered with TOWER WEALTH MANAGERS, INC..

How does Dwayne Kent White charge for services?

Dwayne Kent White's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOWER WEALTH MANAGERS, INC.?

TOWER WEALTH MANAGERS, INC. has approximately 16 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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