TrueAdvisor
TrueAdvisor
MV
MV

Margaret Elizabeth Vanwagoner

Demarche
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Demarche
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
16 clients
Average Client Portfolio
$11.6M average
Assets Under Management
$185.3M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$50,000

Location

10975 Grandview Drive, Suite 500, Overland Park, KS, 66210-1564

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Demarche
July 2015 - Present · 10 yrs 7 mos
Demarche
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Endex Capital Managment LLC
July 2015 - December 2022 · 7 yrs 5 mos
Kansas City Brokerage. INCBroker
May 2015 - October 2019 · 4 yrs 5 mos
American Century Investment Services INC.Broker
July 2002 - October 2014 · 12 yrs 3 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.