Margaret E. Vanwagoner
Professional summary
Margaret Elizabeth Vanwagoner, CFA, who also goes by Margaret Elizabeth Bezek, Margaret Elizabeth Whitworth, is a registered financial advisor currently at DEMARCHE located in Overland Park, Kansas and DEMARCHE located in Overland Park, Kansas.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Margaret has worked at 5 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Elizabeth Vanwagoner's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 2, 2015 - Present
DEMARCHE
Office #1: 10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564July 2, 2015 - Present
DEMARCHE
Office #1: 10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564July 2, 2015 - December 31, 2022
ENDEX CAPITAL MANAGMENT LLC
May 14, 2015 - October 7, 2019
KANSAS CITY BROKERAGE. INC
July 1, 2002 - October 8, 2014
AMERICAN CENTURY INVESTMENT SERVICES INC.
Primary Firm SEC Registration
DEMARCHE
CRD#: 145851 / SEC#: 801-68693
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/2/2015)
Exams
Current Firm
DEMARCHE
CRD#: 145851 / SEC#: 801-68693
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 185,292,808 |
Red Flags
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