To speak with a Financial Advisor call

888-682-4709

Financial Advisors in or around Kansas City, Missouri

Compare Advisors
Chris Athey, Financial Advisor from Kansas City, Missouri

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Jay Steinbock, Financial Advisor from Kansas City, Missouri

Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. At Capital Advisors we play a central role as your "retirement income specialists".Whether it is discusing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, a...

James Claiborne, CFS, ChFC, Financial Advisor from Kansas City, Missouri

Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients. Our philosophy is to help the people we serve create and grow their personal wealth, protect and preserve their life savings and plan for the distribution of their assets. This belief system empowers our company to provide the highes...

Pete Martinez, MBA, Wealth Manager, Financial Advisor from Kansas City, Missouri

OUR DIFFERENCEWe believe investing is a process, not a product. We don’t lead with product. We lead with the client. We listen and then we create a personalized investment strategy that grows out of the client’s financial circumstances and toward his or her investment goals.We believe investing is personal. Investing grows from understanding an...

Jack Mannino, Financial Advisor from Kansas City, Missouri

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Mike

Mike "Cy" Cajthaml Sr. is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU). He is a retirement planning specialist and has been helping people with their dreams of a safe and secure retirement since 1986. Social Security Income Planning is a popular feature of the services offered. ...

Jeff Cram, Financial Advisor from Kansas City, Missouri

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Kelly Van Deusen, Financial Advisor from Kansas City, Missouri

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Bryant, Page Barnes, Financial Advisor from Kansas City, Missouri

Timothy Walla, CFP®, Financial Advisor from Kansas City, Missouri

We are an independent advisory team providing comprehensive fee-based wealth management services in Kansas City with a focus on portfolio management, retirement planning, and tax minimization strategy...

Mitchell Fiser, CFP®, Financial Advisor from Kansas City, Missouri

We are an Accounting and Financial planning firm located in Lenexa KS. We have been in business for over 15 years serving the Kansas City Area and surrounding communities. We work primarily with sma...

Michael Brasel , Financial Advisor from Kansas City, Missouri

We are in the business of advising clients who want to develop and implement an intelligent, effecive long-term investment strategy, customized for their personal goals and resources. Investment adv...

Brian Dightman, Financial Advisor from Kansas City, Missouri

Dightman Capital Group Inc. (DCG) is an independent Kansas State Registered Investment Advisor established in 2007. DCG manages Global Aggressive, Moderate and Conservative Growth investment strategi...

Steven Cox, CFA, Financial Advisor from Kansas City, Missouri

To help clients meet their financial goals through high quality, professional investment services. This can only be accomplished by working with the client to determine their risk profile and goals a...

Bud Kasper, Financial Advisor from Kansas City, Missouri

As a financial advisor with over thirty years of experience, Bud's name and financial commentaries have appeared in CNNfn, BusinessWeek, USA Today, Financial Planning Magazine, Investment News, Ingram...

Stephen Stricklin, Financial Advisor from Kansas City, Missouri

At Wise Wealth, we believe that financial peace results from having a financial plan. Our goal is to educate and equip our clients with wisdom so that they can form healthy financial habits and make w...

For Immediate Assistance or Questions,
Call 1-888-682-4709

Get Matched to Pre-screened Financial Advisors in Kansas City, MO

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only