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Qualifications of Financial Advisor in Overland Park

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Financial Advisors in Overland Park, Kansas
Financial Advisor Office Location Phone Number
Jay Steinbock,
Summit Pointe Financial Group.
10965 Granda Lane,
Shawnee Mission, KS  66211
(888) 888-8213
Kelli Smith,
Financial Engines Advisors, LLC
11095 Metcalf Avenue,
Overland Park, KS  66210
(913) 338-2323
James Claiborne, CFS, ChFC,
Financial Partners Group
9990 College Blvd.,
Overland Park, KS  66210
(913) 948-9489
Kevin Conard,
The Retirement Planning Group
11512 W. 119th Street,
Overland Park, KS  66213
(913) 498-8898
Steven Cox, CFA,
Providence Financial Advisors, LLC
6240 W 135th Street,
Overland Park, KS  66223
(913) 323-0535
Jeff Cram,
Financial Engines Advisors, LLC
22308 Midland Drive,
Shawnee, KS  66226
(913) 422-4800
Kelly Smith,
Financial Engines Advisors, LLC
1317 NE Douglas Street,
Lees Summit, MO  64086
(816) 347-0200
Chris Athey,
Financial Engines Advisors, LLC
9203 NE 152 Highway,
Kansas City, MO  64158
(816) 415-2722

Information on Qualified Financial Advisors in Overland Park

Qualifications CRD# 1780145
FirmCRD# 16164
Series 6, 7, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions


Office Location 10965 Granda Lane,
Suite 106,
Shawnee Mission,
KS 
66211

Phone Number (888) 8888213

About Summit Pointe Financial Group.

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, and can provide a lifetime of guidance as well. It is never to early or late to take control of your financial future, and there is no beter time than now to set an appointment with a financial advisor. We welcome the opportunity to explore your financial dreams with you.



Qualifications CRD# 6519874
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 11095 Metcalf Avenue,
Overland Park,
KS 
66210

Phone Number (913) 3382323

Joined Financial Engines in 2010. Began her career in the financial services industry in 2010. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree Business Administration from Washburn University. Married to Matt. They have two children: Kristen and Dylan. Kelli enjoys running, cycling, and exploring the city with her family.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 2074636
FirmCRD# 288644
Series 6, 7, 24, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 9990 College Blvd.,
Suite 102,
Overland Park,
KS 
66210

Phone Number (913) 9489489

James holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990,Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) amd Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. James specializes in Professional Money Management, Executive Benefits and Tax Qualified Plans for individuals, business owners, senior level executives and retirees and has personally designed over a thousand financial plans over the past 25 years. His services include fee based and non-fee based financial planning, portfolio evaluation and design, wealth management consulting and tax planning strategies.He is an active member of the Financial Service Professional society (FSP) where he has serves as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundations. He is a published author, has been selected to receive the FIVE STAR Wealth Manager? Reward in 2011, 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of ?The 10 Most Dependable?? Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*

About Financial Partners Group

Financial Partners Group is an Independent Comprehensive fee- based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC. Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management. Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.




Qualifications CRD# 3193016
FirmCRD# 129625
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 11512 W. 119th Street,
Overland Park,
KS 
66213

Phone Number (913) 4988898

Kevin was raised in the Midwest and graduated from the University of Kansas. In addition to starting The Retirement Planning Group, he also co-founded blooom - one of the fastest growing robo-advisors dedicated to helping investors with their 401ks. When not at work, he's active in the Cub Scouts, Boy Scouts, soccer coach and father to his three sons. Kevin also pursues his two other passions: volleyball and photography. When it comes to photography, his three sons are his prime photography subjects. His sons freely admit that when Kevin has his camera out, its like having their own personal paparazzi (without any of the benefits of actually being a celebrity).

About The Retirement Planning Group

Wouldn't it be great if there was a financial firm that understood your journey in life and could help you create a financial plan to fulfill that journey? Well, look no further. Introducing The Retirement Planning Group! This firm focuses on life stage financial planning ? planning that meets you where you are and helps you grab your future. Feeling disorganized? Not sure where to even start? Worried if you are on track? Are there other things you could be doing? Wondering if or when you can retire? Curious about how much income you could expect to live off of without running out of money? TRPG is an independent firm dedicated to creating hope through answering these questions and more. The Retirement Planning Group is a fiduciary and each advisor has a limited number of clients that they work with - ensuring you receive the time and attention you deserve to create an individualized strategy. Get organized. Get on track. Grab your future!



Qualifications CRD# 2084626
FirmCRD# 124839

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 6240 W 135th Street,
Overland Park,
KS 
66223

Phone Number (913) 3230535

About Providence Financial Advisors, LLC

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 and then implementing an investment strategy within that framework. Providence Financial Advisors is a Registered Investment Advisor and only receives fees from clients. This allows us complete freedom in implementing the investment portfolio for our clients. Providence utilizes time tested investment disciplines to build portfolios and believes it is important to take a long term approach to investing.



Qualifications CRD# 4423897
FirmCRD# 104510
Series 7, 9, 10, 31, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 22308 Midland Drive,
Shawnee,
KS 
66226

Phone Number (913) 4224800

Joined Financial Engines in 2011. Began his career in the financial services industry in 2001. Successfully completed the Series 7, 9, 10, 31, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Biology from Kent State University. Married to Anne. They have one child: Ethan. Jeff enjoys golfing, fishing, motocross, and travel.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 6519874
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 1317 NE Douglas Street,
Lees Summit,
MO 
64086

Phone Number (816) 3470200

Joined Financial Engines in 2010. Began her career in the financial services industry in 2010.Successfully completed the Series 65 examination(s) administered by FINRA.Earned the Chartered Retirement Planning CounselorSM (CRPC®) ertification(s). Bachelor's degree Business Administration from Washburn University.Married to Matt. They have two children: Kristen and Dylan. Kelli enjoys running, cycling, and exploring the city with her family."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Qualifications CRD# 5973714
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 9203 NE 152 Highway,
Kansas City,
MO 
64158

Phone Number (816) 415-2722

Joined Financial Engines in 2008. Began his career in the financial services industry in 2008. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Management from Auburn University of Montgomery. Chris enjoys outdoor sports and activities.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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