Overview

We are seeking individuals/companies to join our practice. Fully independent and unique investment boutique with a desirable institutional pedigree providing a great platform and attractive marketing proposition for clients and advisors. Kansas City based but with national client base, agnostic on location.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
1,296 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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