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816-810-4467
info@deltawealthsolutions.com
2345 Grand Blvd, Suite 2120
Kansas City, Missouri 64108
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Delta Wealth Solutions LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Delta Wealth Solutions and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Delta Wealth Solutions LLC unless a client service agreement is in place.
Delta Wealth Solutions LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Delta Wealth Solutions LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.
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Delta Wealth Solutions LLC is a Registered Investment Advisor. This platform is solely for informational purposes. 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. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Delta Wealth Solutions LLC unless a client service agreement is in place.
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Delta Wealth Solutions LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Delta Wealth Solutions LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
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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.
