AC
Andrew H. Comstock
BEYOND WEALTH
Overland Park, KS 66210
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CRD#: 5523171
AC
Professional summary
Andrew Hayes Comstock, CFA is a registered financial advisor currently at BEYOND WEALTH located in Overland Park, Kansas.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Andrew has worked at 2 firms .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Hayes Comstock'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®
Experience
Current
April 20, 2012 - Present
BEYOND WEALTH
Office #1: 11225 College Blvd Suite 115, Overland Park, KS 66210RIA
CRD#: 162231
Overland Park, KS
Past
February 2, 2010 - June 29, 2012
EVEREST ASSET MANAGEMENT
RIA
CRD#: 147161
ZURICH,
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(4/20/2012)
IAR
Missouri(2/25/2016)
IAR
Oklahoma(6/13/2018)
IAR
Texas(2/17/2020)
Exams
Current Firm
BW
BEYOND WEALTH
BEYOND WEALTH | FRESH FINANCIAL PLANNING | CASTLEBAR ASSET MANAGEMENT, LLC
CRD#: 162231 / SEC#:
California
Registered Investment Advisory firm - (10/26/2024 Terminated)Kansas
Registered Investment Advisory firm - (4/20/2012 Approved)Missouri
Registered Investment Advisory firm - (2/25/2016 Approved)Oklahoma
Registered Investment Advisory firm - (6/13/2018 Approved)Texas
Registered Investment Advisory firm - (2/13/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11225 College Blvd Suite 115, Overland Park, KS 66210
Mailing Address
Phone number
(913) 871-7980
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 460 |
| AUM (Assets Under Management) | $ 96,849,778 |
Red Flags
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