financial advisor lee's summit. In 2014, Columbia Business School awarded Lee its Distinguished Leadership in Business Award, and Bloomberg Markets named him to its fourth annual "50 Most Influential" list (one of only ten money managers globally to be so honored, selected "based on what they're doing now,. financial advisor lee's summit

I am a financial advisor that focuses on helping clients maximize their retirement savings and achieve other financial goals while managing their day-to-day risks. Andrew gained specialized experience serving as Prime Capital Investment Advisors’ Director of Financial Planning where he delivered the firm’s financial planning strategies to its clients. 8% is Hispanic. Address: 400 SW Longview Blvd #270, Lee's Summit, MO 64081, USA. Phone: (816) 287-4780 Hours of Operation: Monday - Friday: 8:00AM - 5:00PM Saturday: 9:00AM - 12:00PM Contact Us Meet our Certified Financial Planner ® – Clint Haynes, CFP ® Hello! My name is Clint Haynes and I’m a Certified Financial Planner ® at NextGen Wealth here in Lee’s Summit, Missouri. Gorman, CFP ® Financial Advisor. Financial Advisor Address: 3171 N. CARNEGIE DRIVE, 1ST FLOOR, SUITE B , LEES SUMMIT , MO 64064 Phone: 816-554-5470 | 800-889-5990 Fax: 816-554-5488 Email: chris. 554. First of all, thanks for stopping in to learn more. Inquire with Lakisha. To be honest, it’s quite understandable. They have been in practice for 13 years, the last year at Derks Financial, Llc. , which it authorizes use of by individuals who successfully. No Certifications 33 Years Experience. Over 70% of Americans Are Stressed About Their Money. UCM - Lee's Summit. Lee’s Summit, MO 64086 (816) 224-7220. Michael Allen has been working for 30 year (s). My wife and I have four children and reside in Lee's Summit, MO. He has been in practice for 19 years, the last 2 years at Cetera Advisor Networks LLC. Inquire with Edward. Financial Advisor LifeGoals Strategies Group 1741 NE Douglas St, Suite 100 Lee's Summit, MO 64086 FINANCIAL ADVISOR'S WEBSITE (816) 548-4113 Compensation COMPENSATION METHODS Commission and Fee COMPENSATION CONSIDERATIONS Minimums HOUSEHOLD INCOME MINIMUM $50,000 Investable Asset Minimum $100,000 General Firm Info Address: 400 SW Longview Blvd #270, Lee's Summit, MO 64081, USA Website: Phone: (816) 501-5115 Firm Size Assets Under Management: $220 million # of Advisors: 2 # of Clients: 302 Client to Advisor Ratio: 151:1 Average Account Size: $728,352 # of Offices: 1 Services Offered Portfolio Management for Individuals & Small Businesses Ryan Derks is a financial advisor in Lees Summit, MO. 8% is Hispanic. From keeping up with reporting requirements, to outsourced Payroll and Human Resources, our advisors help you stay in compliance and on track toward meeting your financial goals. Michael Allen, Financial Advisor. First of all, thanks for stopping in to learn more. Hickman said she has shared some of those same struggles. If you're looking for an accountant or business services we are here to assist, call us today. A. (816) 347-1612. For years, we've helped families and businesses across Lees Summit reach their financial goals. We're ready to connect you with the best advisors in Lee's Summit. Beacon advisors work solely for their clients. S Census Bureau numbers, the Lee’s Summit population totals over 101,000; of that, 8. Phone 816-246-WISE (9473) Quicklinks. Retirement. com. CNN’s political analyst Maggie Haberman discusses what former President Donald Trump’s advisers are saying will guarantee him to not face jail time in special counsel Jack Smith’s. CRD Number: 2008977. Quite simply,. CHARLES FOUDREE is a financial advisor for Wells Fargo Advisors in the LEES SUMMIT, Missouri area and can offer you a wide range of financial and investment services. Hickman said she has shared some of those same struggles. Kasper, CFP ® President Bud Kasper, CFP 211A NW Executive Way Lee Summit, MO 64063-1846 (816) 554-3736 Compensation COMPENSATION METHODS Fee Only COMPENSATION CONSIDERATIONS fee based Minimums HOUSEHOLD INCOME MINIMUM No Minimum Investable Asset Minimum No Minimum General LEES SUMMIT, Missouri - Financial Advisors - Wells Fargo Advisors LEES SUMMIT, MO Branch Address: 3171 N. Hickman said she has shared some of those same struggles. He began his career as a Financial Advisor in 2003 after completing a Master of Business Administration (M. 8% is Hispanic. President & CEO. Looking for Financial Advisors? Modern Wealth Management creates custom plans to help you achieve the retirement lifestyle you've worked for. We're a family-operated firm, and our friendly and professional team will treat your financial goals as our. Hickman said she has shared some of those same struggles. Hickman said she has shared some of those same struggles. Accounting Financial Advisor Top Locations. Anthony . According to 2022 U. James C. For years, we've helped families and businesses across Lees Summit reach their financial goals. Best Financial Advising in Lee's Summit, MO - Friedline Financial, Edward Jones - Financial Advisor: Matt Knehans, Lee's Summit - The Mutual Fund Store, Capital Investment. Financial Advisor Summit: The Innovative Advisor. Contact Us As Seen In List of Firms Lee's Summit, MO Fiduciary Financial Advisors Edward Jones - Financial Advisor: Matt Sibbing, AAMS® SEC File# 801-3297 CRD# 250 3500 NE Ralph Powell Rd STE C, Lee's Summit, MO 64064, USA (816) 347-8375 Best Financial Advisors in Lee'S Summit, Missouri . We use a goal based approach that puts the clients interest first while making the process simple. Michael Allen Retirement Plan Advisors Michael Allen is on the team of advisors at Retirement Plan Advisors in Lee'S Summit, MO. Your long-term partner, helping. Assets Under Management: $220 millionBeyond Wealth Advisors Financial Services Lees Summit, Missouri 114 followers Helping you plan for today, tomorrow and beyond!Kurt Johnson. CFP Certification 19. S Census Bureau numbers, the Lee’s Summit population totals over 101,000; of that, 8. According to 2022 U. Chuck lives in Lee’s Summit, Missouri, with his wife and three children. No Certifications. So, after living and working in New York City and Nashville, the University of Missouri alumni was excited when he had the opportunity to relocate his family to Lee’s Summit. The firm offers comprehensive tax and financial planning services to individuals, families and small businesses. View Bio. Website: Phone: (816) 501-5115. 3736. We're a family-operated firm, and our friendly and professional team will treat your financial goals as our. 8% is Hispanic. Serving clients at LifeGoals Strategies Group in Lee's Summit, MO and the surrounding communities. Kansas City, MO (North KC) 1201 NW Briarcliff Pkwy Kansas City, MO 64116 (913) 393-1000. 6% is Black, 4. These days, people are bombarded with phone calls, mailers and. McClain. Current Firm: Freedom Wealth Advisors, LLC. Lees Summit, MO Estate Planning Financial Planning Investment Management Retirement Planning Business Description SmartAsset's free, five-minute. 6% is Black, 4. See reviews, photos, directions, phone numbers and more for Financial Advisors locations in Lees Summit, MO. Financial Advisor in Lee's Summit, MO Find an Advisor. Financial. CARNEGIE DRIVE, 1ST FLOOR, SUITE B , LEES SUMMIT , MO 64064 Phone: 816-554-5470 | 800-889-5990 Fax: 816-554-5488 Email: chris. Beacon Financial Advisors in Lee's Summit, reviews by real people. Financial Advisor LifeGoals Strategies Group 1741 NE Douglas St, Suite 100 Lee's Summit, MO 64086 FINANCIAL ADVISOR'S WEBSITE (816) 548-4113 Compensation COMPENSATION METHODS Commission and Fee COMPENSATION CONSIDERATIONS Minimums HOUSEHOLD INCOME MINIMUM $50,000 Investable Asset Minimum $100,000 General Firm Info Address: 400 SW Longview Blvd #270, Lee's Summit, MO 64081, USA Website: Phone: (816) 501-5115 Firm Size Assets Under Management: $220 million # of Advisors: 2 # of Clients: 302 Client to Advisor Ratio: 151:1 Average Account Size: $728,352 # of Offices: 1 Services Offered Portfolio Management for Individuals & Small Businesses Troy Schuster (CRD# 3222303) is an Investment Advisor Representative working at Capital Investment Management, Inc. Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. $36,056,589 Clients Per Financial Advisor Portfolio management for individuals and/or small businesses Pension consulting services $36,538,011 Clients Per Financial Advisor Portfolio management for individuals and/or small businesses 200 NE Missouri Rd Ste 200 Lee's Summit, MO 64086 Get directions Beacon Financial Advisors, LLC, is a fee-only financial planning firm with locations in Kansas City and Lee’s Summit, [email protected]. Financial Advisor New York, NY; Financial Advisor Chicago, IL;100 NE Tudor Rd, Ste 103 Lees Summit, MO 64086. Whether saving for a large expenditure or retirement planning, Lee'S Summit, Missouri, residents can benefit from hiring a local. CARNEGIE DRIVE, 1ST FLOOR, SUITE B , LEES SUMMIT , MO 64064 Phone: 816-554-5470. Email [email protected] Census Bureau numbers, the Lee’s Summit population totals over 101,000; of that, 8. 6% is Black, 4. Chuck lives in Lee’s Summit, Missouri, with his wife and three children. com. S. Lees Summit, MO Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning Flat fee-only financial planning and investment management firm, based in Lee’s Summit Missouri. 211A NW Executive Way • Lee’s Summit, MO 64063. Financial Advisor IQ FA-IQ reached out to advisors to ask: Has the feverish pace of RIA M&A activity made you consider either acquiring another firm or selling your own? 16Aug How Advisors Help Farmers Sow the Seeds of Future Growth Barron's Advisor Beacon Financial Advisors in Lee's Summit, MO. Douglas Ste 105 Lees Summit, MO 64063 (816) 272-5650 Email Me We are passionate about developing genuine. Wronko. According to 2022 U. McCoy Accounting Advisors is ready to assist you and help grow your business. 8% is Hispanic. Senior Financial Advisor. McClain 4963 C Goodview Circle, Lees Summit, MO 64064 Phone Number: 816-820-7900 Firm Website: Registered State (s): KS MO Current Firm Details Freedom Wealth Advisors, LLC Firm's CRD Number: 154270 110 Sw 3rd St, Lee's Summit, MO 64082 By the Numbers Best Financial Advisors in Lee'S Summit, Missouri . Lakisha Hasam, Bankers Life Securities Financial [email protected] Wealth Advisors, LLC Lees Summit, MO May 2010 - Current 13; Supreme Athletic Complex, LLC Lee's Summit, MO Jan 2007 - Current 16; Exam Code Name Passed Date; S63 Uniform Securities State Law Examination Sep 1989; S65 NASAA Investment Advisors Law Examination Jul 2010; Contact Info for Paul A. Connect with a local, vetted financial advisor in Lee's Summit, MO who can provide the guidance and expertise you need to get on the right [email protected]. Financial Advisor Address: 3171 N. Whether saving for a large expenditure or retirement planning, Lee'S Summit, Missouri, residents can benefit from hiring a local. According to 2022 U. CARNEGIE DRIVE, 1ST FLOOR, SUITE B , LEES SUMMIT , MO 64064 Phone: 816-554-5470. Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. Map and Directions Map and Directions. Registered. 8430. He has been in practice for 33 years, the last 5 years at Woodbury Financial Services Inc. Retirement Plan Advisors is a financial advisory firm with an office in Lee'S Summit, MO. S Census Bureau numbers, the Lee’s Summit population totals over 101,000; of that, 8. Hickman said she has shared some of those same struggles. E. 600 SW Jefferson Street Suite 208, Lee's Summit, MO 64063-3988 T: 816. in Lees Summit, MO and has over 24 years of experience in the finance industry. CNN’s political analyst Maggie Haberman discusses what former President Donald Trump’s advisers are saying will guarantee him to not face jail time in special counsel Jack Smith’s. Beacon advisors work solely for their clients. 8430. 816-380-6978. Living in Lee'S Summit, Missouri, can be a dream, but without a financial advisor in Lee'S Summit looking after your finances, you may have a rude awakening. Lees Summit, MO Northwestern Mutual office. S Census Bureau numbers, the Lee’s Summit population totals over 101,000; of that, 8. McClain 4963 C Goodview Circle, Lees Summit, MO 64064 Phone Number: 816-820-7900 Firm Website: Registered State (s): KS MO Current Firm Details Freedom Wealth Advisors, LLC Firm's CRD Number: 154270 110 Sw 3rd St, Lee's Summit, MO 64082 By the Numbers $36,056,589 Clients Per Financial Advisor Portfolio management for individuals and/or small businesses Pension consulting services $36,538,011 Clients Per Financial Advisor Portfolio management for individuals and/or small businesses Zoe's Network of financial advisors in Lee's Summit, MO all have extensive experience in working virtually with clients and work on a commission-free basis, meaning they never sell you products or services nor receive commissions. We have the experience to guide your financial future. CNN’s political analyst Maggie Haberman discusses what former President Donald Trump’s advisers are saying will guarantee him to not face jail time in special counsel Jack Smith’s. Living in Lee'S Summit, Missouri, can be a dream, but without a financial advisor in Lee'S Summit looking after your finances, you may have a rude awakening. Chuck lives in Lee’s Summit, Missouri, with his wife and three children. 600 SW Jefferson Street Suite 208, Lee's Summit, MO 64063-3988 T: 816. E. Michael Kanik is a financial advisor in Lees Summit, MO, and has earned his CFP. According to 2022 U. com My Commitment to You Looking for Financial Advisors? Modern Wealth Management creates custom plans to help you achieve the retirement lifestyle you've worked for. No Certifications 13 Years Experience 0 Fee. Yelp is a fun and easy way to find, recommend and talk about what’s great and not so great in Lee's Summit and beyond. Financial Advisor IQ FA-IQ reached out to advisors to ask: Has the feverish pace of RIA M&A activity made you consider either acquiring another firm or selling your own? 16Aug How Advisors Help Farmers Sow the Seeds of Future Growth Barron's Advisor CNN’s political analyst Maggie Haberman discusses what former President Donald Trump’s advisers are saying will guarantee him to not face jail time in special counsel Jack Smith’s. Steve also enjoys racquetball, lifting weights, and golf. , Suite 200, Lee's Summit, MO 64086. The firm offers comprehensive financial and tax planning to individuals of all income and asset levels on an hourly, as-needed basis. CNN’s political analyst Maggie Haberman discusses what former President Donald Trump’s advisers are saying will guarantee him to not face jail time in special counsel Jack Smith’s. 6% is Black, 4. Michael Martin is a financial advisor in Lee's Summit, MO. Primary Office 11 SE 2nd Street, Lee's Summit, MO 64063. 200 S. Find the best financial advisor in Lees Summit, MO. Brian K. Joel Wilson CFP®, CEPA® 410a SE 3rd St Suite 102 Lees Summit, MO 64063 (816) 554-3128 Email Me The key to successful investing is to develop a strategy now that can help you reach your future goals. CHRISTOPHER PAUL Financial Advisor Address: 3171 N. S Census Bureau numbers, the Lee’s Summit population totals over 101,000; of that, 8. 816. I received my Bachelor of Science in Business Administration with an emphasis in Finance from UCM and later received my MBA from Rockhurst University. 600 SW Jefferson Street Suite 208, Lee's Summit, MO 64063-3988 T: 816. Client Login; Home; Our People; Our Philosophy; Our Products; Our Process; Educational Events; Contact;. I have been serving the Lees Summit and surrounding communities for over 30 years and specialize in Professional Portfolio Management and Retirement Planning. Financial Advisor. Find 543 listings related to Financial Advisors in Lees Summit on YP. According to 2022 U. 13 Years Experience. Lees Summit, MO Financial Advisor Team Leadership | Northwestern Mutual Putting people first. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management. Phone: (816) 287-4780 Hours of Operation: Monday - Friday: 8:00AM - 5:00PM Saturday: 9:00AM - 12:00PM Contact Us Meet our Certified Financial Planner ® – Clint Haynes, CFP ® Hello! My name is Clint. 3736 Get Directions Contact Are you on track? Talk to a professional! To schedule a conversation for a no-obligation second opinion or to talk to one of our professionals regarding retirement planning, insurance, estate planning, tax planning, or Social Security click below to start the conversation Start your conversation Lee’s Summit, MO 64086 (816) 224-7220. Paul McClain (CRD# 1982523) is an Investment Advisor Representative working at Freedom Wealth Advisors, LLC in Lees Summit, MO and has over 26 years of experience in the retirement planning and investment industry. Email [email protected]. CRD# 2074636. 3736. 816. . Lee’s Summit, MO 64086 (816) 224-7220. (CFP Board) owns the certification marks CFP ® , CERTIFIED FINANCIAL PLANNER™, CFP ® (with plaque design), and CFP ® (with flame design) in the U. Troy, MI. Our Principles No investment.