Overview

We are a young firm based in Kansas City with clients across the country. Holding a CFP® designation and a J.D. license, we are looking for the right firm to succeed or acquire. We can bring unique value to your valuable book of clients with enhanced technology, access to diverse investment options and be able to assist with their wealth transfer within their business or family. We are an Independent RIA, fee only investment management while offering financial planning and insurance services.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...