DP
Dale Pfeifer
from Westward Investment Advisory
Dale Pfeifer is a financial advisor based in Kansas, Prairie Village,
with 11 years of experience. Dale currently works for
Westward Investment Advisory.
Dale maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Dale Pfeifer works at Westward Investment Advisory
Westward Investment Advisory is a financial advisory firm based in Prairie Village, Kansas. It currently has approximately $44,228,145 of assets under management and employs about 5 people. Westward Investment Advisory uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and consulting services for fee for service basis.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and consulting services for fee for service basis
Office location
4200 W. 83rd Street, Suite 101, Prairie Village, Kansas, 66208
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting