Waterfront Advisors Information
Contact top employees from
Waterfront Advisors
Summary
Fiduciary, Fee-Only Advisors
Waterfront Advisors is a Registered Investment Advisory firm located in Overland Park, KS.
Waterfront is a team of financial experts who believe...Show more
Industries
Investment Management
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Investment Management, Investments, Estate Planning, Education Savings, Wealth Management, Financial Advisory, Retirement Planning
Founded
2012
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Waterfront Advisors shows a diverse range of experience levels:
13% have been with the company for less than 1 year25% for 1–2 years13% for 3–4 years38% for 5–7 years13% have over 11 years of service at Waterfront AdvisorsEx-employees positions
In Company
In New Company
Contact top employees from
Waterfront Advisors
Mike Shields
Senior Director
Pam Vasquez
Wealth Management Advisor, Fiduciary
Patrick Berch
Wealth Manager
Jacob Linch
Financial Advisor
Roger Ratzlaff
Managing Director
Trent Grissom
Vice President / Director of Business Development
Ben Fischer
Associate
Jessica Bartscher
Customer Service Representative
Kale Soukup
Financial Advisor
Tom Morefield
Business Development Specialist
Chris Howard
Transaction Director
James Colombo
Project Associate
