Financial advisors in Lee's Summit, MO

65 advisors · page 2 of 3

David Pollard
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
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David Stangohr
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
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Douglas Clark
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
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Edwin Dillon
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
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Gage Atwood
Financial advisor at American Century Investments Private Client Group, Inc.
American Century Investments Private Client Group, Inc. · $2.33B AUM
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Gary Jones
Financial advisor at Savvy
Savvy · $5B AUM
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Grant Huffman
Financial advisor at USA Financial Securities LLC
USA Financial Securities LLC · $296.5M AUM
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Grant Messner
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Holmes Osborne
Financial advisor at Osborne Global Investors, Inc.
Osborne Global Investors, Inc. · $13.1M AUM
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James Kasper
Financial advisor at Lsa Tpm, LLC
Lsa Tpm, LLC · $26M AUM
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Jamshid Hoorfar
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jasmine Boyden
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jonathan Garlow
Financial advisor at Strongbox Wealth, LLC
Strongbox Wealth, LLC · $562.4M AUM
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Kathy Postoak
Financial advisor at Strongbox Wealth, LLC
Strongbox Wealth, LLC · $562.4M AUM
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Kelly Van Deusen
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
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Kurt Johnson
Financial advisor at Freedom Wealth Advisors, LLC
Freedom Wealth Advisors, LLC · $104.2M AUM
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Lakisha Lewis
Financial advisor at Bankers Life Advisory Services, Inc.
Bankers Life Advisory Services, Inc. · $2.49B AUM
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Laura Hudson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Laurie Martin
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Marshall Darby
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Martin Brooks
Financial advisor at Freedom Wealth Advisors, LLC
Freedom Wealth Advisors, LLC · $104.2M AUM
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Michael Martin
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Michael Murff
Financial advisor at Oak Road Wealth Management
Oak Road Wealth Management · $80.1M AUM
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Nicholas Phillips
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
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Paul McClain
Financial advisor at Freedom Wealth Advisors, LLC
Freedom Wealth Advisors, LLC · $104.2M AUM
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Perry Woolard
Financial advisor at First American Financial Advisors, Inc.
First American Financial Advisors, Inc. · $11.5M AUM
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Richard Dwyer
Financial advisor at Tactive Advisors, LLC
Tactive Advisors, LLC · $619M AUM
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Sarah Hudson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Scott Wilson
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
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Steve Williams
Financial advisor at Freedom Wealth Advisors, LLC
Freedom Wealth Advisors, LLC · $104.2M AUM
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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