Office:
816-810-4467
info@deltawealthsolutions.com
2345 Grand Blvd, Suite 2120
Kansas City, Missouri 64108
Schwab
Charles Schwab is the custodial partner for Delta Wealth Solutions
Charles Schwab is the custodial partner for Delta Wealth Solutions
At Delta Wealth Solutions, the partners know the type of experience they want to provide clients. Charles Schwab provides the right partnership to help them achieve this mission. Charles Schwab has been serving clients across the United States for decades. As of February 2023 Charles Schwab custodies $7.4 trillion in client assets.
Data Security
The
Asset Protection Guarantee states that if a client were to lose cash or securities from an account due to unauthorized activity, the custodian will reimburse that client for the cash or shares of securities lost. Please see the websites listed for more information.
https://www.schwab.com/schwabsafe/security-guarantee
Independence
As an independent RIA, our advisors choose what products clients need, not a corporate home office. In fact, our advisors have a fiduciary responsibility to choose the solutions in the best interest of their clients.
Expertise
Schwab provides our advisors with a deep bench of research and resources. From fixed income trading, model portfolios, and economic research our advisors have all the tools they need to provide exceptional care and service for clients.
Delta Wealth Solutions, LLC
Strategies for a Changing World
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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.
