Financial advisors in Lee's Summit, MO

65 advisors · page 1 of 3

Andrew Beil
Financial advisor at Strongbox Wealth, LLC
Strongbox Wealth, LLC · $562.4M AUM
CFP®VerifiedFinancial planning
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Brett Brennan
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Charles Cooper
Financial advisor at Strongbox Wealth, LLC
Strongbox Wealth, LLC · $562.4M AUM
CFP®VerifiedFinancial planning
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Christopher Wolff
Financial advisor at Capital Investment Management, Inc
Capital Investment Management, Inc · $558.9M AUM
CFP®VerifiedFinancial planning
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Clint Haynes
Financial advisor at Nextgen Wealth
Nextgen Wealth · $61.7M AUM
CFP®VerifiedFinancial planning
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David Garrison
Financial advisor at Capital Investment Management, Inc
Capital Investment Management, Inc · $558.9M AUM
CFP®VerifiedFinancial planning
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Faith Hutchins
Financial advisor at Capital Investment Management, Inc
Capital Investment Management, Inc · $558.9M AUM
CFP®VerifiedFinancial planning
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Grant Stiles
Financial advisor at Rise Retirement, LLC
Rise Retirement, LLC · $71.6M AUM
CFP®VerifiedFinancial planning
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Jordan Rehagen
Financial advisor at Copper Financial
Copper Financial · $410.7M AUM
CFP®VerifiedFinancial planning
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Matthew Shull
Financial advisor at Capital Investment Management, Inc
Capital Investment Management, Inc · $558.9M AUM
CFP®VerifiedFinancial planning
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Sara Stiles
Financial advisor at Rise Retirement, LLC
Rise Retirement, LLC · $71.6M AUM
CFP®VerifiedFinancial planning
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Stephen Stricklin
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
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Thomas Bales
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Troy Schuster
Financial advisor at Capital Investment Management, Inc
Capital Investment Management, Inc · $558.9M AUM
CFP®VerifiedFinancial planning
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William Smith
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Alexander Goff
Financial advisor at Tuttle Capital Management, LLC
Tuttle Capital Management, LLC · $5.5B AUM
VerifiedFinancial planning
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Alexander Halsey
Financial advisor at On Investment Management Co
On Investment Management Co · $3.15B AUM
VerifiedFinancial planning
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Andrew Goos
Financial advisor at Arvest Wealth Management
Arvest Wealth Management · $3.44B AUM
VerifiedFinancial planning
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Andrew Matz
Financial advisor at Oak Road Wealth Management
Oak Road Wealth Management · $80.1M AUM
VerifiedFinancial planning
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Andrew Reynolds
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Benjamin Malick
Financial advisor at Bright Portfolios, LLC
Bright Portfolios, LLC · $135.7M AUM
Verified
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Benny Stewart
Financial advisor at On Investment Management Co
On Investment Management Co · $3.15B AUM
VerifiedFinancial planning
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Bradley Collins
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Cameron Pickering
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Christopher Heckadon
Financial advisor at On Investment Management Co
On Investment Management Co · $3.15B AUM
VerifiedFinancial planning
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Christopher Jones
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Christopher Lea
Financial advisor at Java Wealth Planning
Java Wealth Planning · $20.4M AUM
VerifiedFinancial planning
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Cory Coldwell
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
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Daniel Esselman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Daniel Shepard
Financial advisor at Oak Road Wealth Management
Oak Road Wealth Management · $80.1M AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Lee's Summit, MO

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Lee's Summit, MO.

How this list works

Before you hire an advisor in Lee's Summit, MO