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Joseph Weinrich, Sr. profile image

Joseph Weinrich, Sr.

Investment Advisor at Levitt Betzelberger Weinrich, Inc Executive Vice President
Intro Book
Joseph Weinrich, Sr., a seasoned investment advisor with 24 years of experience, holds a BBA from St. Louis University and provides wealth management solutions to senior citizens and high net worth clients.
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Location
Overland Park, Kansas, United States, US
Skills
  • Customer Service
  • Strategic Planning
  • Financial Planning
  • Investments
  • Financial Analysis
  • Show all
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Bio

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Joseph Weinrich, Sr. is a seasoned investment expert with over 24 years of experience as a Registered Representative and Investment Advisor. As Executive Vice President of Levitt Betzelberger Weinrich, Inc., he founded the firm and grew it into a respected KC metro area firm, providing wealth management solutions for senior citizens, retirees, and high net worth clients. A well-respected independent financial advisor, he offers a balanced portfolio of annuities, mutual funds, and common stocks. His expertise extends to strategic planning, financial analysis, and entrepreneurship, with a strong background in management and sales.

Credentials

  • Instrumental in Establishing CFP certification for Financial Planners
    Began in KC at Rockhurst College; moved to Denver.

Experience

  • Levitt Betzelberger Weinrich, Inc Executive Vice President
    • Overland Park, KS
    • Investment Advisor
      • 2000 - Present
      • Overland Park, KS

      • Founded LBW investment firm with Terry Betzelberger; grew well respected KC metro area firm. • Provide wealth management solutions for senior citizens, retirees, and high net worth clients. • Well respected independent financial advisor, offering clients the proper mix of annuities, mutual funds, and common stocks for their portfolio.• Hosted KMBZ radio talk show "Let's Talk About Investing." • Protect our clients by never investing over 5% of assets in any single investment.• Goals for our clients include: Provide retirees predictable monthly income, preserve client assets, ensure clients do not outlive their money.

  • Moloney Securities Senior Vice President / Investments
    • Overland Park, KS
    • Registered Representative
      • 1999 - Present
      • Overland Park, KS

      • Manage money for investors. • Hosted KMBZ radio talk show "Let's Talk About Investing." • Protect our clients by never investing over 5% of assets in any single investment.• Goals for our clients include: Provide retirees predictable monthly income, preserve client assets, ensure clients do not outlive their money.

  • Stifel & Nicholas Co.
    • Greater St. Louis Area
    • Vice President
      • 1985 - 1999
      • Greater St. Louis Area

      Well respected NYSE company headquartered in St. Louis, Missouri.

  • Weinrich Zitzmann & Whitehead Financial
    • Greater St. Louis Area
    • Owner
      • 1974 - 1985
      • Greater St. Louis Area

      • Acquired a small St. Louis brokerage firm. In 11 years, grew this firm to 600 employees in 46 states with over $30M in revenue.• Independent investment firm with no propietary products; very objective serving clients' needs.

  • Prior Financial Services Leadership
    • Kansas City, Missouri Area
    • BC Christopher & Co. Managing Partner Securities Division & Dempey Tegeler Regional Vice President
      • 1954 - 1974
      • Kansas City, Missouri Area

      •BC Christopher is a 100 year old Kansas City NYSE firm.•I began my career at Dempsey Tegeler. In my mid-20s, I was moved to Joplin, Missouri to manage a small office. Being successful, I was promoted to rebuild the Kansas City office which I managed for many years.

Education

  • 2017 - 2021
    mcbride high school st louis u night school
    high school diploma ba degree, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
  • 1952 - 1956
    St. Louis University
    Bachelor of Business Administration (B.B.A.)

Suggested Services

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Industry Focus. “Investment Banking”

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