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Paul Lewis Watkins

Investment Adviser Representative at Rubinbrown Advisors LLC

Leawood, KSCRD #2178359Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Paul Lewis Watkins is an investment adviser representative with Rubinbrown Advisors LLC in Leawood, KS, where they have been registered since 2020. They have worked in the securities industry since 2005 and were previously registered with Wealth Management Advisors Inc. They have passed 2 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in Kansas.

Office

4000 W. 114th Street, Suite 160
Leawood, KS 66211

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/19/1991
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/5/1992

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Rubinbrown Advisors LLCCurrent
5/1/2020 – Leawood, KS
Wealth Management Advisors Inc
1/13/2005 – 5/6/2020Leawood, KS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wealth Management Advisors, Inc.
    May 2000 – Apr 2020Leawood, KS
  2. Rubinbrown Advisors LLC
    May 2020 – no end date reportedLeawood, KS

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Rubinbrown Advisors LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$150,000
Firm's annual rate schedule by assets
  • First $2,000,0000.95%
  • Next $3,000,0000.50%
  • Next $5,000,0000.40%
  • Above $10,000,0000.30%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

RubinBrown Advisors offers investment advisory services, cash flow planning, charitable giving guidance, tax planning, risk management, and estate planning, tailored to each client's personal goals and objectives.

Estate PlanningTax PlanningInsuranceCharitable GivingWealth ManagementCash Flow PlanningRisk Management
Firm areas of expertise
Investment AdvisoryFinancial PlanningTax PlanningCash Flow PlanningEstate PlanningRisk ManagementCharitable GivingWealth ManagementFiduciaryFee-only

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23
Offices listed on AdvisorFinder:
4
Main office:
St. Louis, MO
Founded:
2002
SEC file number:
801-62021

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 28, 2026

View full firm profile

Other advisors at Rubinbrown Advisors LLC

Showing 12 of 23 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul Lewis Watkins has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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