Contact

How to Contact Us

If you have any questions, please contact us by filling out the form below and we will get in touch with you shortly. Alternatively, you can give us a call – we hope to see you soon!

Where to Find Us

3001 N Oak Trafficway

North Kansas City, Mo 64116

816-810-4467

info@deltawealthsolutions.com

Matt Seidel: 816-810-4765

MSeidel@deltawealthsolutions.com

Carson Sanford: 816-810-4704

CSanford@deltawealthsolutions.com

Delta Wealth Solutions is located in the northwest corner of the Blume NKC building, near Longview Market.

Business Hours

Mon - Sun: Appointment Only

Send Us a Message

Delta Wealth Solutions, LLC

Strategies for a Changing World

Contact
816-810-4467
info@deltawealthsolutions.com

Where to find us:

3001 N Oak Trafficway

North Kansas City, Mo 64116

Careers

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.

Created with

Share by:

How to Contact Us

Where to Find Us

Business Hours

Send Us a Message

Send Us a Message

Contact816-810-4467info@deltawealthsolutions.com

Contact
816-810-4467
info@deltawealthsolutions.com