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This firm offers various advisory programs, including managed accounts and third-party managed solutions. Financial planning and consulting services are also available, with fees determined by the specific services provided. Advisory representatives may receive commissions from securities or insurance products purchased through them, creating a potential conflict of interest. The fees, payment structure, and termination features vary by program and are detailed in the respective program brochures and agreements.
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Office location
10011 West 21st Street N, 109, Wichitia, KS, 67205
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Albert is an IAR at Arbor Point Advisory (full-time), owner of a tax and accounting consulting practice (about 10-20% of his time), and owns rental real estate (a few hours per week). He also owns Heritage Private Wealth Management, LLC, where he sells insurance as needed for financial planning clients (a few hours per week), manages farmland through OJP Investments, LLC (minimal time), and manages assets inherited with his sisters through ADK Investments, LLC (minimal time).