Andrew H. Comstock

BEYOND WEALTH

Overland Park, KS 66210

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CRD#: 5523171

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.

Blog Corner

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®

CFA

Chartered Financial Analyst

Experience

Current

April 20, 2012 - Present

BEYOND WEALTH

Office #1: 11225 College Blvd Suite 115, Overland Park, KS 66210

RIA

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)

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

Current Firm

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	460
AUM (Assets Under Management)	$ 96,849,778

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.

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Andrew H. Comstock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Hayes Comstock's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEYOND WEALTH

EVEREST ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

BEYOND WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEYOND WEALTH

TRUST BUT VERIFY

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