AB
Anthony S. Bell
PINION WEALTH MANAGEMENT
Lenexa, KS 66219
Some features on this profile are disabled
CRD#: 2812467
AB
Professional summary
Anthony Shane Bell is a registered financial advisor currently at PINION WEALTH MANAGEMENT, LLC located in Lenexa, Kansas and PURSHE KAPLAN STERLING INVESTMENTS located in Lenexa, Kansas.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Anthony has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
1. Pinion Insurance Agency. Investment Related. 8801 Renner Blvd, Suite 100, Lenexa, KS 66219. Independent Insurance Agency. Agent. 08/2000. 30 Hrs/Mo; 15 Hrs During Trading Hours. Insurance Agent. 2. Pinion Wealth Management. Investment Related. At registered location. RIA. Financial Advisor. Start: 11/2020. 160 hr/month; all during trading hours. Provide financial advice to clients. 3.Purshe Kaplan Sterling-Investment Related- Broker/Dealer, Registered Rep, 18 Corporate Woods Blvd. Albany, NY 12211, 3/2018. 10Hrs/mo, 5 trading hours/mo.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Shane Bell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2004 - Present
PINION WEALTH MANAGEMENT, LLC
Office #1: 8801 Renner Blvd, Suite 100, Lenexa, KS 66219Office #2: 816 Campus Dr, Garden City, KS 67846RIA
CRD#: 114556
Lenexa, KS
Current
March 2, 2018 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 8801 Renner Blvd Suite 100, Lenexa, KS 66219BD
CRD#: 35747
Lenexa, KS
Past
September 28, 2005 - March 2, 2018
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GARDEN CITY, KS
Past
August 29, 2000 - October 10, 2005
CAP PRO BROKERAGE SERVICES, INC.
BD
CRD#: 103953
COLUMBUS, OH
Past
November 27, 1996 - September 14, 2000
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PINION WEALTH MANAGEMENT, LLC
KC ADVISORS, LLC | PINION WEALTH MANAGEMENT, LLC | PINION INVESTMENT ADVISORS, LLC | KCOE WEALTH MANAGEMENT, LLC | KC INVESTMENT ADVISORS, LLC
CRD#: 114556 / SEC#: 801-63322
RIA
Registered Investment Advisory firm - (7/2/2004 Approved)Colorado
Registered Investment Advisory firm - (7/26/2004 Terminated)Kansas
Registered Investment Advisory firm - (10/20/2005 Terminated)Nebraska
Registered Investment Advisory firm - (7/30/2004 Terminated)Texas
Registered Investment Advisory firm - (7/22/2004 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/2/2018)
IAR
California(9/17/2021)
IAR
Colorado(11/6/2014)
RR
Colorado(3/2/2018)
RR
Illinois(3/2/2018)
RR
Iowa(12/6/2021)
IAR
Kansas(6/29/2004)
RR
Kansas(3/2/2018)
RR
Missouri(4/12/2021)
IAR
Montana(1/6/2023)
RR
Oklahoma(3/2/2018)
IAR
Oklahoma(9/8/2022)
IAR
Texas(4/2/2007)
RR
Wyoming(10/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PINION WEALTH MANAGEMENT, LLC
KC ADVISORS, LLC | PINION WEALTH MANAGEMENT, LLC | PINION INVESTMENT ADVISORS, LLC | KCOE WEALTH MANAGEMENT, LLC | KC INVESTMENT ADVISORS, LLC
CRD#: 114556 / SEC#: 801-63322
RIA
Registered Investment Advisory firm - (7/2/2004 Approved)Colorado
Registered Investment Advisory firm - (7/26/2004 Terminated)Kansas
Registered Investment Advisory firm - (10/20/2005 Terminated)Nebraska
Registered Investment Advisory firm - (7/30/2004 Terminated)Texas
Registered Investment Advisory firm - (7/22/2004 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1605 North Waterfront Parkway Suite 200, Wichita, KS 67206
Mailing Address
Phone number
(316) 682-8344
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,340 |
| AUM (Assets Under Management) | $ 649,043,048 |
Red Flags
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.
Company Information
PINION WEALTH MANAGEMENT, LLC
CRD#: 114556Lenexa, KS 66219TRUST BUT VERIFY
Monitor Anthony Bell
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
