PINION INVESTMENT ADVISORS, LLC
Legal name: PINION WEALTH MANAGEMENT, LLC
CRD #114556 SEC #801-63322 WICHITA, KS 316-682-8344
SEC Registered
Total AUM
$649M
Discretionary
$615.9M
Employees
12
Clients
0
Accounts
1,340
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Oct 6, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLEN, BLAKE, PRENTISS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| ALLEN, BLAKE, PRENTISS | I | PRESIDENT | NA | Control |
| BEZDEK, JAY, FRANCIS | I | DIRECTOR | NA | |
| BEZDEK, JAY, FRANCIS | I | DIRECTOR | NA | |
| BEZDEK, JAY, FRANCIS | I | DIRECTOR | NA | |
| BEZDEK, JAY, FRANCIS | I | DIRECTOR | NA | |
| BEZDEK, JAY, FRANCIS | I | DIRECTOR | NA | |
| BEZDEK, JAY, FRANCIS | I | DIRECTOR | NA | |
| BEZDEK, JAY, FRANCIS | I | DIRECTOR | NA | |
| CALLAHAN, STEVEN, JOSEPH | I | MANAGER | NA | Control |
| CALLAHAN, STEVEN, JOSEPH | I | MANAGER | NA | Control |
| CALLAHAN, STEVEN, JOSEPH | I | MANAGER | NA | Control |
| CALLAHAN, STEVEN, JOSEPH | I | MANAGER | NA | Control |
| CALLAHAN, STEVEN, JOSEPH | I | MANAGER | NA | Control |
| CALLAHAN, STEVEN, JOSEPH | I | MANAGER | NA | Control |
| CALLAHAN, STEVEN, JOSEPH | I | MANAGER | NA | Control |
| CALLAHAN, STEVEN, JOSEPH | I | MANAGER | NA | Control |
| CALLAHAN, STEVEN, JOSEPH | I | MANAGER | NA | Control |
| CALLAHAN, STEVEN, JOSEPH | I | MANAGER | NA | Control |
| CALLAHAN, STEVEN, JOSEPH | I | MANAGER | NA | Control |
| CALLAHAN, STEVEN, JOSEPH | I | MANAGER | NA | Control |
| HERRMAN, MICHAEL, KIM | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HERRMAN, MICHAEL, KIM | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HERRMAN, MICHAEL, KIM | I | PRESIDENT | NA | Control |
| HERRMAN, MICHAEL, KIM | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| HERRMAN, MICHAEL, KIM | I | PRESIDENT | NA | Control |
| HERRMAN, MICHAEL, KIM | I | PRESIDENT | NA | Control |
| HERRMAN, MICHAEL, KIM | I | PRESIDENT | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, SHERYL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALD, JEFFREY, JAY | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WALD, JEFFREY, JAY | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WALD, JEFFREY, JAY | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WALD, JEFFREY, JAY | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WALD, JEFFREY, JAY | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WALD, JEFFREY, JAY | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WALD, JEFFREY, JAY | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WALD, JEFFREY, JAY | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| WALD, JEFFREY, JAY | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| KC ADVISORS, LLC | DE | OWNER | E | Control |
| KC ADVISORS, LLC | DE | OWNER | E | Control |
| KC ADVISORS, LLC | DE | OWNER | E | Control |
| KC ADVISORS, LLC | DE | OWNER | E | Control |
| KC ADVISORS, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KCOE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| KENNEDY AND COE, LLC | DE | MEMBER | E | Control |
| KENNEDY AND COE, LLC | DE | MEMBER | E | Control |
| KENNEDY AND COE, LLC | DE | MEMBER | E | Control |
| KENNEDY AND COE, LLC | DE | MEMBER | E | Control |
| KENNEDY AND COE, LLC | DE | MEMBER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PINION WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HBK SORCE FINANCIAL LLC | DE | HBKS INVESTMENTS, LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS INVESTMENTS, LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS INVESTMENTS, LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS INVESTMENTS, LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS INVESTMENTS, LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS INVESTMENTS, LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS INVESTMENTS, LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS INVESTMENTS, LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS INVESTMENTS, LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS INVESTMENTS, LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS INVESTMENTS, LLC | E | Control |
| HBK SORCE FINANCIAL LLC | DE | HBKS INVESTMENTS, LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| HBK SORCE HOLDINGS LLC | DE | HBK SORCE FINANCIAL LLC | E | Control |
| KCOE ISOM, LLP | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCOE ISOM, LLP | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCOE ISOM, LLP | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCOE ISOM, LLP | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCOE ISOM, LLP | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | E | Control |
| KCOE ISOM, LLP | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | E | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | E | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | E | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | E | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KCWM HOLDINGS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | E | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | E | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | E | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | E | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | E | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | E | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | E | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | E | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | E | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | E | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | E | Control |
| HILL BARTH & KING FINANCIAL HOLDINGS, LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL BARTH & KING FINANCIAL HOLDINGS, LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL BARTH & KING FINANCIAL HOLDINGS, LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL BARTH & KING FINANCIAL HOLDINGS, LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL BARTH & KING FINANCIAL HOLDINGS, LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL BARTH & KING FINANCIAL HOLDINGS, LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL BARTH & KING FINANCIAL HOLDINGS, LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL BARTH & KING FINANCIAL HOLDINGS, LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL BARTH & KING FINANCIAL HOLDINGS, LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL BARTH & KING FINANCIAL HOLDINGS, LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL BARTH & KING FINANCIAL HOLDINGS, LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| HILL BARTH & KING FINANCIAL HOLDINGS, LLC | DE | HBK SORCE HOLDINGS LLC | D | |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | D | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | D | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | D | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | D | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | D | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | D | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | D | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | D | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | D | Control |
| KCOE ISOM, LLP | DE | KCWM HOLDINGS, LLC | D | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | D | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | D | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | D | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | D | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | D | Control |
| KCWM HOLDINGS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | D | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | D | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | D | Control |
| KENNEDY & COE, LLC | DE | KC ADVISORS, LLC | D | Control |
| KENNEDY & COE, LLC | DE | KC ADVISORS, LLC | D | Control |
| KENNEDY & COE, LLC | DE | KC ADVISORS, LLC | D | Control |
| KENNEDY & COE, LLC | DE | KC ADVISORS, LLC | D | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | D | Control |
| KENNEDY & COE, LLC | DE | KC ADVISORS, LLC | D | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | D | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | D | Control |
| KENNEDY & COE, LLC | DE | KENNEDYAND COE WEALTH MANAGEMENT, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| PINION GLOBAL , LLC | DE | KCWM HOLDINGS, LLC | D | Control |
| BEZDEK, JAY, FRANCIS | I | KC ADVISORS, LLC | C | Control |
| BEZDEK, JAY, FRANCIS | I | KC ADVISORS, LLC | C | Control |
| BEZDEK, JAY, FRANCIS | I | KC ADVISORS, LLC | C | Control |
| BEZDEK, JAY, FRANCIS | I | KC ADVISORS, LLC | C | Control |
| BEZDEK, JAY, FRANCIS | I | KC ADVISORS, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCWM HOLDINGS, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCWM HOLDINGS, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCWM HOLDINGS, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCOE WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCWM HOLDINGS, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCWM HOLDINGS, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCWM HOLDINGS, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCWM HOLDINGS, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCWM HOLDINGS, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCWM HOLDINGS, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCWM HOLDINGS, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCWM HOLDINGS, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | PINION WEALTH MANAGEMENT, LLC | C | Control |
| HBKS INVESTMENTS, LLC | DE | KCWM HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Oct 6, 2025 REGISTERED
Notice Filings (14)
AZ CA CO IA IL IN KS LA MO MS MT NE OK TX
Address
1605 NORTH WATERFRONT PARKWAYSUITE 200
WICHITA, KS 67206
United States
Phone: 316-682-8344