Office:
816-810-4467
info@deltawealthsolutions.com
2345 Grand Blvd, Suite 2120
Kansas City, Missouri 64108
Contact
How to Contact Us
If you have any questions, please contact us by filling out the form below and we will get in touch with you shortly. Alternatively, you can give us a call – we hope to see you soon!
Where to Find Us
2345 Grand Blvd, Suite 2120
Matt Seidel:
816-810-4765
Carson Sanford:
816-810-4704
Parking:
Parking for meetings at Delta Wealth Solutions can be found in the 2345 Grand parking garage, located on the west side of the building on Grand Boulevard between 2323 Grand & 2345 Grand. Please take a ticket and parking can be validated in the office.
Entrance:
Once parked please take the elevators to the main lobby then proceed to the first elevator bay and take the elevator to the 21st floor.
Business Hours
- Mon - Sun
- Appointment Only
Send Us a Message
Send Us a Message
Delta Wealth Solutions, LLC
Strategies for a Changing World
Contact
Copyright © All Rights Reserved.
Delta Wealth Solutions LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Delta Wealth Solutions LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes and only intended for those in states in which Delta Wealth Solutions is registered, and nothing on this website should be considered investment advice. Advice is only given to clients with a signed Investment Advisory Agreement. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
The CFP® certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP® Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam and agreeing to be bound by the CFP® board’s Standard of Professional Conduct. As a prerequisite, the individual must have a Bachelor’s degree from a regionally accredited United States college or university (or foreign university equivalent) and have at least 3 years of full time financial planning experience (or equivalent measured at 2,000 hours per year). This designation requires 30 hours of continuing education every 2 years and renewing an agreement to be bound by the Standards of Professional Conduct.
The CFA Charterholder designation is issued by the CFA Institute. In order to receive this designation, a candidate must have either: 1) an undergraduate degree and 4 years of professional experience involving investment decision-making, or 2) 4 years qualified work experience. Each candidate must complete a self-study program of 300 hours of study for each of the 3 levels. Once a candidate passes each of the three 6-hour exams and meets the appropriate experience requirements the CFA charterholder designation may be used.
