Advisor at AGH Wealth Advisors, 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.
Firm
AGH Wealth Advisors, LLC
Location
Wichita, KS 67202
Credentials
Series 66
Industry experience
2 years
Evan Terry is a financial advisor at AGH Wealth Advisors, LLC in Wichita, KS, holding a Series 66 designation with one year of industry experience. He has worked at AGH Wealth Advisors and LPL Financial LLC since 2021 and previously at Preferred Pension Solutions from 2016 to 2021. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, retirement plan consulting, and financial planning. The firm uses a combination of fundamental and technical analysis along with third-party model strategies and operates a wrap fee program that integrates portfolio management, trade execution, and custody services.
Based on AGH Wealth Advisors, LLC
Occasionally a fixed fee may be charged for consulting services
Certain associated persons receive commissions for securities and insurance products separate from advisory fees
Negotiable hourly rate of $350 for advisory and retirement plan consulting services
Account minimum: $5,000 Fee-only: Negotiable hourly rate of $350; occasionally fixed fee or percentage of plan assets from 0.15% to 2.00%
301 N. Main Street, Suite 1700
Wichita, KS 67202
Kansas
LPL Financial
2025 - Present (1 year)
AGH Wealth Advisors, LLC
2025 - Present (1 year)
LPL Financial
2024 - Present (2 years)
AGH Wealth Advisors, LLC
2021 - Present (5 years)
Preferred Pension Solutions
2016 - 2021 (5 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Is not active or affiliated with:
Broker-dealer / trader
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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
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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