Anthony Bell
Advisor at Pinion Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Pinion Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Garden City, KS 67846
Credentials
Series 63, Series 65
Industry experience
29 years
Anthony Bell is a financial advisor with Pinion Wealth Management, LLC in Lenexa, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2018 and previously with Securities America Inc. from 2005 to 2018. Bell is also involved with Pinion Insurance Agency, where he serves as an insurance agent. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a combination of model portfolios, sub-advisors, and multiple analytical approaches to construct and monitor client investment programs. The firm is distinguished by its ownership structure, including a CPA firm and affiliated broker-dealer, which supports integrated retirement plan consulting and advisory services.
Based on Pinion Wealth Management, LLC
Based on Pinion Wealth Management, LLC
Fixed fees for consultation and investment policy preparation range from $500 to $10,000, negotiable
$0 - $250,000: Negotiable, up to 2.25% $250,000+: Negotiable, generally decreasing with asset size, up to 2.25%
Representatives may earn commissions from securities and insurance sales; may waive or reduce advisory fees by amount of commissions received
Performance fees may be charged by GoalVest affiliated private investment funds, separate and in addition to PWM fees
Account minimum: $50,000 for PWM Program Asset Allocation System accounts; $250,000 for Private Managed accounts (exceptions may be granted) Fee-only: Financial consulting and investment policy preparation fees range from 0.0% to 2.25% as percentage of assets under advisement or fixed fees from $500 to $10,000 (negotiable)
816 Campus Dr
Garden City, KS 67846
California · Colorado · Kansas · Montana · Oklahoma · Texas
Purshe Kaplan Sterling Investments, Inc
2018 - Present (8 years)
Securities America Inc.
2005 - 2018 (13 years)
Pinion Insurance Agency, LLC
2000 - Present (26 years)
Pinion Investment Advisors, LLC dba Pinion Wealth Management LLC
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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