Gardner Lee CMFC, IAR
Best Financial Services

Tel: (913) 393-0399
11111 W. 95th Street
Suite 204
Overland Park, KS 66214

Your Best Financial Future is our Business


About Best Financial Services

Best Financial Services is an independent, full service financial planning and wealth management firm. Specializing in retirement income planning, investment planning, portfolio management, etc. Well versed in mutual funds, exchange traded funds (ETF's), individual securities, annuities, and alternative investments, we help our clients develop, implement, and monitor plans to acheive their financial goals.

17+ Years of Experience


Connect With an Expert Financial Advisor and Get Answers

General Information

Firm Start Year:   2006
No.of Employees:   2-4
Insurance License#:   2435135
Name of Broker/Dealer:   Cfd Investments Inc.
States Licensed in:   AR,AZ,FL,KS,MO,SC,TX,WA
Number of Years with Current Firm:   10


Services

Investment Types:   Bonds , Alternative Investments , Stocks , Exchange Traded Funds (ETFs) , Insurance , Annuities , Mutual Funds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Health , Long Term Care , Annuity , Disability , Life , Variable Life , Variable Annuity

Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000.00
Compensation Methods:   Commissions , Based on Assets , Hourly , Flat Fee


Education

Bachelor of Arts - Psychology  University of Arkansas  - Fayetteville, AR
-August 1986



Faqs

  • What are your qualifications? What is your education background? Over 15 years of doing comprehensive and modular planning. Using industry leading research and tools to help my clients design, implement, and adjust long term planning.

Disclosures

Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Best Financial Services is not a subsidiary of nor controlled by Creative Financial Designs Inc., nor CFD Investments, Inc. Please note that we cannot accept email or telephone voice mail message instructions for the purchase or sale of any security.


Disclaimer

Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Best Financial Services is not a subsidiary of nor controlled by Creative Financial Designs Inc., nor CFD Investments, Inc. Please note that we cannot accept email or telephone voice mail message instructions for the purchase or sale of any security.

Gardner Lee  CMFC, IAR

Gardner Lee CMFC, IAR

Wealth Manager, Investment Advisor Representative


Gardner Lee lives and works in Overland Park, KS. He has been married to Joi, his wife for over 30 years. Together they have raised three wonderful children and are now proud grandparents of two. Gardner enjoys sports, especially competitive tennis and the outdoors. He was raised in Northwest Arkansas and is a graduate of the University of Arkansas in Fayetteville.



Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Best Financial Services is not a subsidiary of nor controlled by Creative Financial Designs Inc., nor CFD Investments, Inc. Please note that we cannot accept email or telephone voice mail message instructions for the purchase or sale of any security

Communities Served

Basehor Belton
Blue Springs Bonner Springs
Gardner Grandview
Independence Kansas City
Leawood Lees Summit
Lenexa Mission
Olathe Overland Park
Prairie Village Shawnee
Spring Hill Stilwell

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 4:00 PM

Social Networks


tweeter facebook linkedin google plus