Paul G. Witwer
Professional summary
Paul Gordon Witwer, CFP® is a registered financial advisor currently at VOYAGE WEALTH MANAGEMENT LLC located in Lenexa, Kansas.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Paul has worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Gordon Witwer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
July 18, 2013 - Present
VOYAGE WEALTH MANAGEMENT LLC
May 3, 2006 - April 22, 2009
BELL INVESTMENT ADVISORS INC
July 23, 2004 - February 28, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 23, 2004 - February 28, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 9, 2003 - August 11, 2004
CHARLES SCHWAB & CO., INC.
October 8, 2003 - August 11, 2004
CHARLES SCHWAB & CO., INC.
November 6, 2002 - September 2, 2003
MORGAN STANLEY DW INC.
March 17, 1995 - September 2, 2003
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/18/2013)
(1/16/2014)
Exams
Current Firm
VOYAGE WEALTH MANAGEMENT LLC
CRD#: 168471 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 67 |
| AUM (Assets Under Management) | $ 20,970,795 |
Red Flags
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