3GenWealth LLC is a family-owned financial planning and wealth management firm with offices in Overland Park, KS and Scottsdale, AZ. We are a third generation independent wealth management firm established by David Peck’s father and Ryan Peck's and Jessica Peck Donnerstein’s grandfather, Donald Peck, in 1964 in Overland Park, Kansas. For three generations, we have created multi-generation long-ter
m relationships and have offered highly personalized wealth management services to our valued clients. Dave, Ryan and Jessica have all obtained their CERTIFIED FINANCIAL PLANNER™ designations, widely regarded as one of the most important designations in the financial advice industry. As independent financial planners, we objectively and thoroughly research any portfolios or investment products we recommend to our clients and take a holistic approach to assisting our clients in their wealth management consulting process. We have been affiliated for over 30 years with an independent broker/dealer, FSC Securities Corporation. We believe this provides an added layer of due diligence for our clients. As small business owners, we are heavily invested in our business. We primarily grow our business through high-quality referrals from our existing clients. If we haven't met, please contact us anytime at 913-894-4404 to set up an initial
complimentary consultation with any or all of our advisors. IMPORTANT DISCLOSURES:
Securities, insurance, and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. 3GenWealth LLC is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor. Investments in securities involve risk, including the potential loss of principal invested.This communication is intended for individuals residing in the states of KS and MO. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT: Please contact us at [email protected] or by calling 913-894-4404 or 602-751-7242. The site may contain links to articles or other information that are contained on a third party website. FSC Securities Corporation does not endorse or accept responsibility for the content, or the use, of the web site. FSC Securities Corporation assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages.FSC Securities Corporation is not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on social media sites. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may block followers or remove comments for any reason. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. The entire content of the site, including third party posts, is archived by the broker-dealer to comply with securities regulations. It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in, which includes joining any groups. While we have a presence on one or more social media pages, we have no control over how the social media sites or other third parties will use the information you share. To view the privacy policy of our broker-dealer, please go to:
http://www.joinfsc.com/sites/joinfsc.com/files/docs/Privacy-Policy-FSC.pdf
http://www.finra.org/
http://www.sipc.org/
