3genwealth Llc

Description

• 3GenWealth LLC is a family-owned financial planning and wealth management firm with offices in Overland Park, KS and Scottsdale, AZ. 3GenWealth LLC is a third generation independent wealth management firm established by David Pecks father and Ryan Peck's and Jessica Peck Donnersteins grandfather, Donald Peck, in 1964 in Overland Park, Kansas. For three generations, the advisors at 3GenWealth have been creating multi-generation long-term relationships and have offered highly personalized wealth management services to our valued clients. Dave, Ryan and Jessica have all obtained their CERTIFIED FINANCIAL PLANNER designations, widely regarded as one of the most important designations in the financial advice industry. As independent financial planners, they objectively and thoroughly research any portfolios or investment products they recommend to their clients and take a holistic approach to assisting their clients in the wealth management consulting process. The advisors at 3GenWealth have been affiliated for over 30 years with an independent broker/dealer, FSC Securities Corporation. They believe this provides an added layer of due diligence for their clients. As business owners, the advisors of 3GenWealth are heavily invested in their business. They primarily grow their business through high-quality referrals from their existing clients. IMPORTANT DISCLOSURES: Securities, insurance, and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. 3GenWealth LLC is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor http://www.3genwealth.com/Social-Media.9.htm
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  Headquarters:9200 Indian Creek Parkway Suite 140, Overland Park, Kansas, United States

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  Phone Number: +1 913-894-4404

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  Website: https://www.3genwealth.com

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:3genwealth Llc

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• |  NAICS Code: 523920  |

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