Overview

26 advisor firm with 40 additional team members based in Overland Park, KS affiliated with Commonwealth Financial. Combined assets of over $3B with a balance between private wealth and Qualified Plan assets and advisors. In house legal team and retirement plan/ERISA team fully capable for standalone outsourcing. Advisors typically provide coordinated wealth counsel across all disciplines. Significant portion of our clients are high and ultra high net worth and often are business owners and/or executives.
Additionally, our team has a significant group of younger male and female advisors who are fully licensed and have developed within our own farm system.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months

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