BryanHays- Financial Advisor Overland Park, KS

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About Bryan Hays

nVision Wealth works with one goal in mind: give clients financial confidence by providing clarity and actionable steps toward financial independence. Confidence comes from knowing that you are taking the correct steps toward your goals and protecting your family from unknown pitfalls that could arise.

We provide a holistic approach that includes financial planning, investment management, insurance planning, and estate planning. With our structure as an independent firm, we have access to numerous tools to assist in creating and implementing a financial analysis that fits your goals.

See Disclosures

General Information

No. of Employees

10-19

CRD#

5246035

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 6, Series 63, Series 65

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Disability

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Hourly, Commissions, Based on Assets

Education

Business Management -

Kansas State University
8/2000 -5/2004

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through, LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial.

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Paladin Research Report For:

Bryan Hays

nVision Wealth