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Find Top Financial Advisors in Shawnee Mission, Kansas

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Shawnee Mission, Kansas. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Shawnee Mission

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Shawnee Mission, Kansas
Financial Advisor Office Location Phone Number
Jay Steinbock
Summit Pointe Financial Group.
10965 Granda Lane,
Shawnee Mission, KS  66211
(913) 339-6982
Steven Cox, CFA
Providence Financial Advisors, LLC
6900 College Blvd. Suite 440,
Overland Park, KS  66211
(913) 323-0535
John Killoy
Edelman Financial Engines, LLC
11095 Metcalf Avenue,
Overland Park, KS  66210
(913) 338-2323
Marc Wilborn, FSA
Wilborn Advisors
6800 College Boulevard Suite 630,
Overland Park, KS  66211
(913) 827-9957
James Claiborne, CFS, ChFC
Financial Partners Group
10925 Antioch Road,
Overland Park, KS  66210
(913) 948-9489
Gerald Steffes, CPA/PFS, CFP®, AIF®
Steffes Financial, Ltd.
8655 College Boulevard,
Overland Park, KS  66210
(913) 722-1111
Douglas C. Black CFP® Founder
Larson Financial Services Inc.
4501 College Boulevard Suite 260,
Leawood, KS  66211
(913) 428-2233
Christopher Stakley, CFP®, MBA, AIF®
Steffes Financial Ltd
8655 College Blvd,
Overland Park, KS  66210
(913) 722-1111
John Killoy
Edelman Financial Engines, LLC
1317 NE Douglas Street,
Lees Summit, MO  64086
(816) 347-0200

Information on Qualified Financial Advisors in Shawnee Mission

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

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions


Office Location 10965 Granda Lane,
Suite 106,
Shawnee Mission,
KS 
66211
Phone Number (913) 3396982

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 Summit Pointe Financial Group 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# 2084626
FirmCRD# 124839

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 6900 College Blvd. Suite 440,
Overland Park,
KS 
66211
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# 4641240
FirmCRD# 104510
Series 6, 7, 24, 63, 65

Compensation/Fee Commissions Only


Office Location 11095 Metcalf Avenue,
Overland Park,
KS 
66210
Phone Number (913) 3382323

Whether building an income plan for retiring nurse, helping a family plan for their childs college education, or building a special needs trust, my goal is to always make a meaningful, positive impact on those I serve. My values are centered around integrity, having a sense of ownership and urgency and being a caring professional. My wife Kathy is the love of my life, and we have two wonderful children and two German Shepherds. In my spare time, I enjoy fishing, boating and taekwondo.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5363861
FirmCRD# 153278
Series 66

Compensation/Fee Fee Only, Flat Fee


Office Location 6800 College Boulevard Suite 630,
Overland Park,
KS 
66211
Phone Number (913) 8279957

Uniquely Qualified & Objective. Firm leader Marc Wilborn brings a wealth of experience, qualifications and unique background to the industry. Formerly an actuarial consultant for a national HR consulting firm, Marc was responsible for the design and administration of 401(k) profit sharing plans for Fortune 1000 companies and several large public retirement plans. He is a Fellow in the Society of Actuaries and was an Enrolled Actuary, with Math and Business majors and a Statistics graduate degree. Since his time as a consulting actuary, Marc has specialized in investment management for individual clients and families, as well as qualified retirement plans for small-to-medium sized employers. As Wilborn Advisors has grown, so has the team, but his passion for providing quality financial planning, investment management services and retirement savings solutions for a reasonable fee has not.

About Wilborn Advisors

Wilborn Advisors is a full-service investment advisory firm with over 25 years of experience. We provide retirement and financial planning, expert help managing clients investments, life and long term care insurance analysis and counsel, and answer any questions you may have, all for ONE LOW FEE. We are known for taking a different approach, transparent and objective low-cost solutions for wealth management. Our fees are typically half of traditional advisors, which enables our clients to keep more of what they have saved for retirement. We are fiduciaries, legally and ethically bound to put your interests first. We employ high- quality, low-cost investment funds, and do not take any commissions. And because we feel that financial planning is integral to any wealth management solution, we provide a thorough analysis and recommendations at no charge. We work hard to form lasting relationships with our clients, helping them become knowledgeable, informed investors. This serves to further increase their confidence in our abilities. Wilborn Advisors is a division of V Wealth Advisors, an SEC-registered advisory firm located in Overland Park, KS, which includes over 40 advisors with more than $1 billion in assets under management.



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

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly


Office Location 10925 Antioch Road,
Suite 100,
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# 2021161
FirmCRD# 134530
Series 7, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 8655 College Boulevard,
Overland Park,
KS 
66210
Phone Number (913) 7221111

Gerald Steffes is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner® and Accredited Investment Fiduciary®. He received a Bachelors Degree in accounting from Kansas State University in 1984 and is a member of the American Institute of CPAs and Kansas Society of CPAs. Gerald has served on the Board of Directors of the Kansas Society of CPAs, as past President of the Kansas Society of CPAs Metro Chapter and as an Adjunct Faculty Member of the College for Financial Planning in Denver, Colorado. He has lectured on tax and financial planning topics for the Kansas Society of CPAs, Missouri Society of CPAs, Johnson County Community College, and the University of Missouri, Kansas City, School of Law. Gerald lives in Overland Park, KS, with wife Renee. They have two children, Grant and Morgan. As a family they enjoy tennis, hiking, skiing, cycling and travel.

About Steffes Financial, Ltd.

Steffes Financial, Ltd. is a boutique wealth management firm specializing in investment advisory, retirement planning, IRA rollovers, estate planning, and 401(k) Plans. We are an independent, privately owned firm. We are not controlled by a large insurance company, wire-house, brokerage firm or multi-state financial firm. Our investment recommendations are not dictated by back-office employees of a large organization who never meet with nor truly understands the needs of their firm's clients. As a fee-based firm, our focus is keeping our fees low, providing our clients with custom designed portfolios of high quality, low cost, no-load mutual funds and exchange traded funds through our preferred Custodians TD Ameritrade Institutional and/or Charles Schwab Institutional. We hate annuities. If you already have a high cost (hidden commission) annuity, we will provide you with information on the available low cost, no commission, no surrender, fee-based annuity alternatives. As most investors know, high fees have a significantly negative impact on long-term net returns. Our core long-term investment philosophy is to buy and hold quality investments through the majority of the business cycle using our FIN-DEFCON System. Portfolios are automatically adjusted as we detect economic trends that have preceded past recessions and recoveries. To get a feel for our FIN-DEFCON System, see our latest video webcast on the Steffes Financial website, Economic Update tab.



Qualifications CRD# 22437
FirmCRD# 10205
Series 7, 22, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 4501 College Boulevard Suite 260,
Leawood,
KS 
66211
Phone Number (913) 4282233

Doug is a Certified Financial PlannerTM professional, licensed in securities and insurance. Doug has been serving clients in the Kansas City are for over 40 years, helping clients protect and preserve their assets. He has conducted hundreds of seminars on a wide range of financial topics and appeared as a guest speaker at numerous industry meetings from coast to coast. He has a Bachelor's degree in Business Administration from the University of Missouri- Columbia, served in the U.S. Navy, reaching the rank of Lieutenant. Doug has been married to his wife Judy for 57 years. They have 4 children and 12 grandchildren. 2 of his children Steve and Jennifer are licensed and registered and are partners with him at Larson Financial. Doug enjoys the Colorado mountains, Hawaii, and spending time with his grandchildren, reading and walking.

About Larson Financial Services Inc.

Larson Financial Services, Inc., opened its doors to clients in 1999 with a goal of helping people protect their assets and retire happy. The firm was founded by Doug Black, and named after Doug's maternal grandfather, CA Larson, who served as a sound role model for his family for many years. Doug, a CERTIFIED FINANCIAL PLANNER Practitioner, has been serving individuals at or near retirement throughout the Greater Kansas City area for more than 40 years. His daughter, Jennifer and son, Steve, have become integral to the firm's success by providing reliable service and trustworthy advice to the individuals and families they service. As Registered Investment Advisor Representatives, and with three convenient locations in the Kansas City area, Larson Financial Services, Inc., delivers on its promise to deliver simple and sound retirement strategies for all clients.



Qualifications CRD# 5568433
FirmCRD# 134530
Series 6, 7, 63, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 8655 College Blvd,
Overland Park,
KS 
66210
Phone Number (913) 7221111

Chris has been working in the financial services industry since 2008 and joined Steffes Financial, Ltd. in August of 2014. Chris previously worked for First National Bank of Omaha for 5 years where he was responsible for managing the investment accounts for the six branches in the Kansas Market. Before that he spent two years working for New England Financial and its parent company MetLife. Chris Stakley is a CERTIFIED FINANCIAL PLANNER PRACTITIONER® and an Accredited Investment Fiduciary. He received a Bachelor's Degree in Sport's Management from Benedictine College in 2007 and his M.B.A. with an emphasis in Finance from Benedictine College in 2008 where he was also a member of the baseball team. Lives in Gardner, KS, with wife Sarah, German Shepard Ava and Harper a rescue. Enjoys motorcycle trips, running, CrossFit and Olympic Weightlifting. Volunteer coach at Adamant CrossFit in Olathe, KS.

About Steffes Financial Ltd

Steffes Financial, Ltd. is a boutique wealth management firm specializing in investment advisory, retirement planning, IRA rollovers, estate planning, and 401(k) Plans. We are an independent, privately owned firm. We are not controlled by a large insurance company, wire-house, brokerage firm or multi-state financial firm. Our investment recommendations are not dictated by back-office employees of a large organization who never meet with nor truly understands the needs of their firm's clients. As a fee-based firm, our focus is keeping our fees low, providing our clients with custom designed portfolios of high quality, low cost, no-load mutual funds and exchange traded funds through our preferred Custodians TD Ameritrade Institutional and/or Charles Schwab Institutional. We hate annuities. If you already have a high cost (hidden commission) annuity, we will provide you with information on the available low cost, no commission, no surrender, fee-based annuity alternatives. As most investors know, high fees have a significantly negative impact on long-term net returns. Our core long-term investment philosophy is to buy and hold quality investments through the majority of the business cycle using our FIN-DEFCON System. Portfolios are automatically adjusted as we detect economic trends that have preceded past recessions and recoveries. To get a feel for our FIN-DEFCON System, see our latest video webcast on the Steffes Financial website, Economic Update tab.



Qualifications CRD# 4641240
FirmCRD# 104510
Series 6, 7, 23, 24, 63, 65

Compensation/Fee Commissions Only


Office Location 1317 NE Douglas Street,
Lees Summit,
MO 
64086
Phone Number (816) 3470200

Whether building an income plan for retiring nurse, helping a family plan for their childs college education, or building a special needs trust, my goal is to always make a meaningful, positive impact on those I serve. My values are centered around integrity, having a sense of ownership and urgency and being a caring professional. My wife Kathy is the love of my life, and we have two wonderful children and two German Shepherds. In my spare time, I enjoy fishing, boating and taekwondo.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?