Erica D. Massman
Professional summary
Erica Droste Massman, who also goes by Erica Jennine Droste, is a registered financial advisor currently at INDEX WEALTH ADVISORS, LLC located in Overland Park, Kansas.
Erica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Erica has worked at 5 firms and has passed the Series 66, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erica Droste Massman's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 12, 2011 - Present
INDEX WEALTH ADVISORS, LLC
Office #1: 5440 West 110th Street Suite 300, Overland Park, KS 66211August 7, 2009 - May 24, 2011
VSR FINANCIAL SERVICES, INC.
August 7, 2009 - May 24, 2011
VSR FINANCIAL SERVICES, INC.
March 18, 2005 - August 7, 2009
NEXT FINANCIAL GROUP, INC.
March 18, 2005 - August 7, 2009
NEXT FINANCIAL GROUP, INC.
May 13, 2002 - March 21, 2005
WADDELL & REED
November 2, 1999 - March 21, 2005
WADDELL & REED
December 2, 1998 - March 15, 1999
DST SECURITIES, 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
(4/12/2011)
(4/15/2011)
Exams
Current Firm
INDEX WEALTH ADVISORS, LLC
CRD#: 155628 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 164 |
| AUM (Assets Under Management) | $ 32,873,740 |
Red Flags
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