WaterFront Wealth Advisors Employee Directory

WaterFront Wealth Advisors corporate office is located in 6711 W 121st St Ste 200, Overland Park, Kansas, 66209, United States and has 11-50 employees.

waterfront

waterfront wealth

waterfront advisors inc

waterfront wealth inc

waterfront commons holdings llc

jonathan perrin

WaterFront Wealth Advisors CEO

Roger RatzlaffManaging Director

Phone

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Key Employees of WaterFront Wealth Advisors

TG
Trent Grissom
Advisor
PhoneEmail
JB
Jessica Bartsc...
Advisor
PhoneEmail
MS
Mike Shields
Advisor
PhoneEmail
CH
Christopher Ha...
Advisor
PhoneEmail
BF
Benjamin Fisch...
Advisor
PhoneEmail
MH
Matt Hekman
Portfolio Manager
PhoneEmail

WaterFront Wealth Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from WaterFront Wealth Advisors

Hundreds of professionals searching for WaterFront Wealth Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MH
Matt Hekman
Email Direct
Portfolio Manager
United States , Kansas , Overland Park

RR
Roger Ratzlaff
Email Direct
Managing Director
United States , Kansas , Overland Park

JL
Jacob Linch
Email Direct
Financial Advisor
United States , Kansas , Overland Park

Former Employees at WaterFront Wealth Advisors

Explore people who held key positions, contributed to WaterFront Wealth Advisors's success, and advanced their careers.

CK
Connor Kudrna
Communications Osu Ath... at Oklahoma State Univers...
Worked as Waterfront Advisor Intern
at WaterFront Wealth Advisors (2025-2025)
Email Direct
SS
Stephen Swanson
Licensed Agent at Medicare School
Worked as Senior Registered Advisor
at WaterFront Wealth Advisors (2015-2017)
Email Direct
RP
Randy Powell
Wealth Advisor at IHT Wealth Management
Worked as Financial Advisor
at WaterFront Wealth Advisors (2016-2019)
Email Direct

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Frequently Asked Questions Regarding WaterFront Wealth Advisors Employees

How many employees does WaterFront Wealth Advisors have?

WaterFront Wealth Advisors has 11-50 employees

Who is the CEO of WaterFront Wealth Advisors?

WaterFront Wealth Advisors’s CEO is Roger Ratzlaff

Who are WaterFront Wealth Advisors key employees?

Some of WaterFront Wealth Advisors key employees are Trent Grissom, Jessica Bartscher, Mike Shields, Christopher Harrington, Benjamin Fischer

Where is WaterFront Wealth Advisors located?

WaterFront Wealth Advisors’s headquarters are located at 6711 W 121st St Ste 200, Overland Park, Kansas, 66209, United States

How do I contact WaterFront Wealth Advisors?

WaterFront Wealth Advisors Contact Info: Phone number: (913) 951-5800 Website: www.waterfrontadvisors.com

What does WaterFront Wealth Advisors do?

Waterfront Advisors is a team of fiduciary, fee-only advisors dedicated to serving select families and foundations across the United States since 1988. With a wealth of knowledge and long-term experience, they focus on providing personalized asset management and guidance tailored to the individual needs and goals of their clients. Their mission is... Read More

Is WaterFront Wealth Advisors a public company?

WaterFront Wealth Advisors is private company therefore does not currently have an official ticker symbol

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