Financial advisors in Lees Summit, MO

77 advisors · page 3 of 3

Michael Blau
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Michael Blomberg
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Michael Fiammetta
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Nathan Biggerstaff
Financial advisor at On Investment Management Co
On Investment Management Co · $3.15B AUM
VerifiedFinancial planning
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Paul Dykes
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Peter Carmack
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Rachel McLain
Financial advisor at American Century Investments Private Client Group, Inc.
American Century Investments Private Client Group, Inc. · $2.33B AUM
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Ricky Bain
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
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Ryan Derks
Financial advisor at Derks Financial, LLC
Derks Financial, LLC · $80M AUM
Verified
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Scott Hocker
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Stephen Rodewald
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Stephen White
Financial advisor at On Investment Management Co
On Investment Management Co · $3.15B AUM
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Steven Stringberg
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Thomas Wood
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Timothy Alvarado
Financial advisor at On Investment Management Co
On Investment Management Co · $3.15B AUM
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Wiebke Rupard
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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William James
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Lees 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 Lees Summit, MO.

How this list works

Before you hire an advisor in Lees Summit, MO