Waterfront Wealth Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

173220

SEC number

801-110161

Firm type

RIA

Assets under management

$1.1B as of Mar 13, 2026

Website

www.facebook.com/waterfrontadvisors ↗

Phone

913-951-5800

Address

6711 W 121st Street, Overland Park, KS, 66209

Advisors at this firm

10 in our index · page 1 of 1

• Patrick Steven BerchCRD 5757139 · Overland Park, KS
  IA Registered
• Benjamin Joel FischerCRD 7885311 · Overland Park, KS
  IA Registered
• Monte Trent GrissomCRD 7032287 · Overland Park, KS
  IA Registered
• Christopher HarringtonCRD 4462543 · Overland Park, KS
  IA RegisteredRegistration inactive
• Matthew Alan HekmanCRD 4689747 · Overland Park, KS
  IA Registered
• Jacob Alan LinchCRD 6120777 · Overland Park, KS
  IA RegisteredRegistration inactive
• Roger Carter RatzlaffCRD 1571089 · Overland Park, KS
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Paul ShieldsCRD 3075094 · Ocala, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kale Alvin Paul SoukupCRD 7804826 · Overland Park, KS
  IA Registered
• Pamela VasquezCRD 5413410 · Overland Park, KS
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.