Best Financial Services | Financial Advisor in Overland Park ,KS

11111 W. 95th Street
Suite 204
Overland Park, KS 66214

Your Best Financial Future is our Business


About

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



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:   Mutual Funds , Alternative Investments , Exchange Traded Funds (ETFs) , Bonds , Stocks , Annuities , Insurance , 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 , Annuity , Disability , Life , Variable Life , Long Term Care , 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 & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000.00
Compensation Methods:   Based on Assets , Commissions , 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.

DISCLOSURE

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

Biography


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

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 4:00 PM

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