Overview

We are an Independent RIA wealth management firm with custodial relationships with Fidelity, Schwab and TD Ameritrade. We provide fee-based, comprehensive financial planning and wealth management services for individuals, trust, corporate and qualified pension accounts.
Interested in acquiring new practice in KC metro area or potentially merging a practice.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 4 months

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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