Richard Wakefield Boyer
CFP®Professional Summary
Richard Wakefield Boyer, CFP® is a registered financial advisor currently at BCWM located in Overland Park, Kansas. Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Richard has worked at 4 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
45 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
B & C FINANCIAL, LLC | BOYER CORPORON WEALTH MANAGEMENT | BOYER & CORPORON WEALTH MANAGEMENT, LLC | BCWM, LLC. | BCWM
Contact Information
Main Address
14221 Metcalf Ave Suite 201, Overland Park, KS 66223Phone Number
(913) 685-2300# of Employees
12SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
378AUM (Assets Under Management)
$665,209,282Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
B & C FINANCIAL, LLC | BOYER CORPORON WEALTH MANAGEMENT | BOYER & CORPORON WEALTH MANAGEMENT, LLC | BCWM, LLC. | BCWM
State Registrations and Notice Filings
(9/4/2007)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Richard Wakefield Boyer's CRS (Customer Relationship Summary).
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