Brian D. Ismert

EQUITY WEALTH PARTNERS

Topeka, KS 66614

Some features on this profile are disabled

CRD#: 4330071

Professional summary

Brian D. Ismert, CFP®, ChFC®, CLU® is a registered financial advisor currently at EQUITY WEALTH PARTNERS, LLC located in Topeka, Kansas.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brian has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian D. Ismert's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2016

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

May 17, 2026 - Present

EQUITY WEALTH PARTNERS, LLC

Office #1: 3635 Sw Fairlawn Rd. Ste. 3, Topeka, KS 66614

RIA

CRD#: 317224

Topeka, KS

Past

February 23, 2006 - September 14, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Topeka, KS

Past

August 17, 2001 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

January 29, 2001 - May 17, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Topeka, KS

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".

EQUITY WEALTH PARTNERS, LLC

CRD#: 317224 / SEC#: 801-122943

RIA

Registered Investment Advisory firm - (1/3/2022 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/17/2026)

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

State Security Law Exam

IAR

Series 65

Date: 12/22/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/15/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/26/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/27/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EQUITY WEALTH PARTNERS, LLC

CRD#: 317224 / SEC#: 801-122943

RIA

Registered Investment Advisory firm - (1/3/2022 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4700 S Cedar Crest Ct, Independence, MO 64055

Mailing Address

Phone number

(816) 373-1068

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EWP DISCLOSURE BROCHURE (5/24/2025)

Regulatory assets under management

Total Number of Accounts	1,412
AUM (Assets Under Management)	$ 222,749,040

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.

Similar Advisors

Nicholas Chen-zhao

JEFFERIES LLC

NEW YORK, NY

Garth Harbert

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY

Benjamin Conteh

BARGELD FINANCIAL

IAR

Media, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian D. Ismert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian D. Ismert's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

EQUITY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2005

Series 63

Date: 5/15/2002

SIE

Date: 10/1/2018

Series 7

Date: 10/26/2005

Series 6

Date: 1/27/2001

Current Firm

EQUITY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EQUITY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors