Wealth Management in Lenexa, KS

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List of Firms

Lenexa, KS Wealth Management Firms

SEC File# 801-122910
CRD# 311854
5 out of 5
Location 8725 Rosehill Rd #119, Lenexa, KS 66215, USA
Phone (913) 441-8380
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-111791
CRD# 289212
Location 5750 W 95th St, Overland Park, KS 66207, USA
Phone (913) 648-4657
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-114243
CRD# 159594
5 out of 5
Location 9300 W 110th St # 680, Overland Park, KS 66210, USA
Phone (913) 491-0500
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
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COBLE MCCUNE Wealth Management
SEC File# 801-117955
CRD# 305026
Location 9001 W 110th St #280, Overland Park, KS 66210, USA
Phone (913) 491-1010
Directions
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Lighthouse Financial Strategies
5 out of 5
Location 8730 Bourgade Ave # 100, Lenexa, KS 66219, USA
Phone (913) 322-3634
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Professional Asset Management Inc
Location 19440 W 102nd St, Lenexa, KS 66220, USA
Phone (913) 768-1142
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Edward Jones - Financial Advisor: Kurt D Hill, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 8725 Rosehill Rd Suite 320, Lenexa, KS 66215, USA
Phone (913) 894-2979
Directions
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CFG Wealth Management
SEC File# 801-69919
CRD# 23224
5 out of 5
Location 5200 W 94th Terrace, Prairie Village, KS 66207, USA
Phone (913) 660-0258
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Todd Osborn - Raymond James
Location 11900 W 87th St Ste 210, Lenexa, KS 66215, USA
Phone (888) 649-5300
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BridgeQuest Wealth Strategies
Location 11900 W 87th St #130, Lenexa, KS 66215, USA
Phone (913) 276-7110
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Peak Investments LLC
Location 15700 College Blvd Ste 102, Lenexa, KS 66219, USA
Phone (913) 227-7400
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MOKAN Wealth Management
Location 10560 Barkley St #315, Overland Park, KS 66212, USA
Phone (913) 257-3991
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Prosperity Wealth Management
Location 10955 Lowell Ave, Overland Park, KS 66210, USA
Phone (913) 890-8750
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SEC File# 801-63744
CRD# 113799
Location 11253 Strang Line Rd, Lenexa, KS 66215, USA
Phone (913) 942-2500
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Concert Wealth Management Inc
Location 11225 College Blvd, Overland Park, KS 66210, USA
Phone (913) 312-1711
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America's Wealth Management Show
Location 13550 W 95th St, Lenexa, KS 66215, USA
Phone (877) 203-1516
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Wealth Partners Corporation
Location 7101 College Blvd Suite 720, Overland Park, KS 66210, USA
Phone (913) 685-3207
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commonwealth financial network
Location 8813 Long St, Lenexa, KS 66215, USA
Phone (913) 239-8288
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Dogwood Wealth Management
5 out of 5
Location 7900 College Blvd Suite 118, Overland Park, KS 66210, USA
Phone (913) 232-2900
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Overland Park Wealth Management
Location 7300 W 110th St #700, Overland Park, KS 66210, USA
Phone (913) 721-6796
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Pegasus Capital Management
3 out of 5
Location 10801 Mastin St Ste. 370, Overland Park, KS 66210, USA
Phone (913) 327-1627
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Wealth Management Group of Kc
Location 10851 Mastin St # 120, Overland Park, KS 66210, USA
Phone (913) 649-4121
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Kevin Summa - Raymond James
Location 11900 W 87th St Ste 210, Lenexa, KS 66215, USA
Phone (913) 649-5302
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SEC File# 801-79725
CRD# 170293
5 out of 5
Location 6201 College Blvd #325, Overland Park, KS 66211, USA
Phone (913) 624-1841
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Tallgrass Advisors LLC
Location 11900 W 87th St Pkwy STE 245, Lenexa, KS 66215, USA
Phone (913) 322-4600
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Credit Restart
Location 8700 Monrovia #310, Lenexa, KS 66215, USA
Phone (888) 670-7709
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Bhakta Wealth Management
Location 15301 W 87th St Pkwy, Lenexa, KS 66219, USA
Phone (816) 868-1926
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Cara Wealth Management
Location 7400 College Blvd, Overland Park, KS 66210, USA
Phone (913) 888-6888
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Foreclosure Management Co
Location 9801 Legler Rd, Lenexa, KS 66219, USA
Phone (913) 383-8995
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Bhakta Wealth Management
Location 22115 W 83rd St, Shawnee, KS 66227, USA
Phone (816) 868-1926
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Prudential Financial
5 out of 5
Location 11071 Hauser St, Lenexa, KS 66210, USA
Phone (913) 381-5500
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Copper Financial
Location 9777 Ridge Dr STE 360, Lenexa, KS 66219, USA
Phone (888) 695-3477
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Nelson & Company Wealth Managment
Location 15940 College Blvd, Lenexa, KS 66219, USA
Phone (913) 599-2222
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Commerce Brokerage Services
Location 8700 Monrovia ste 310, Lenexa, KS 66215, USA
Phone (816) 234-1847
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Cornerstone Financial Programs, Inc.
Location 20308 W 99th St, Lenexa, KS 66220, USA
Phone (913) 839-4242
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Gazaway Matt
Location 11900 W 87th St Pkwy #130, Lenexa, KS 66215, USA
Phone (913) 276-7113
Directions
SEC File# 801-67640
CRD# 143323
Location 6420 W 95th St #202, Overland Park, KS 66212, USA
Phone (913) 381-0280
Directions
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Edward Jones - Financial Advisor: Greg Sieve, CFP®
SEC File# 801-3297
CRD# 250
Location 8801 Renner Blvd Suite 405, Lenexa, KS 66219, USA
Phone (913) 438-8140
Directions
Wealth Management in Lenexa, KS

Where Wealth Management Advisors in Lenexa, KS Serve

Lenexa, KS is a vibrant city that boasts of numerous landmarks, bustling neighborhoods, and top employers. From the scenic Sar-Ko-Par Trails Park to the sprawling Lenexa City Center, there is no shortage of attractions to explore in this bustling metropolis. The city is also home to several major highways and streets, including Interstate 35, Kansas State Route 10, and Lackman Road, making it easily accessible to visitors and residents alike. Lenexa is known for its diverse neighborhoods, each with its unique character and charm. From the peaceful and serene Cedar Creek to the lively and bustling Old Town, there is something for everyone in this city. Top employers in Lenexa include companies like Quest Diagnostics, Kiewit Corporation, and the Shawnee Mission School District, providing ample job opportunities for residents. With its rich history, vibrant culture, and bustling economy, Lenexa is undoubtedly one of the most exciting cities in Kansas.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lenexa, Kansas can benefit from a bank in several ways. Firstly, a bank can provide them with easy access to financial services such as checking and savings accounts, loans, and investment options. Additionally, banks can help residents manage their money through financial planning and budgeting services. In a city like Lenexa, which is home to several small businesses, a bank can also provide business loans and other financial services to help entrepreneurs grow and expand their businesses. Furthermore, banks in Lenexa can offer specialized services such as agricultural loans to farmers in the area. Overall, a bank can be a valuable resource for residents of Lenexa, providing them with financial stability and support to help them achieve their goals.

Insurance Broker

Residents of Lenexa, KS can greatly benefit from the services of an insurance broker. With the city's growing population and thriving business community, it can be difficult for individuals and organizations to navigate the complex world of insurance policies and regulations. An insurance broker can provide expert guidance and advice on the most suitable insurance plans for each client's unique needs. For instance, Lenexa has a large number of small businesses, and an insurance broker can help these businesses find affordable and comprehensive insurance coverage that meets their specific requirements. Additionally, an insurance broker can assist residents in finding the best healthcare plans, as Lenexa has a diverse population with varying healthcare needs. With their extensive knowledge and experience in the insurance industry, insurance brokers can help Lenexa residents make informed decisions about their insurance coverage and ensure that they are adequately protected.

Retirement Planning

Residents of Lenexa, KS can greatly benefit from the expertise of a retirement planner. A retirement planner can assist individuals in creating a comprehensive financial plan that ensures a comfortable retirement. Specifically, residents of Lenexa, KS can benefit from a retirement planner who is familiar with the local tax laws and regulations. Lenexa, KS has a unique tax structure, and a retirement planner who is well-versed in this area can help residents maximize their retirement savings and minimize their tax liabilities. Additionally, a retirement planner can help residents navigate the complexities of social security and Medicare, ensuring that they receive the benefits they are entitled to. With the help of a retirement planner, residents of Lenexa, KS can feel confident in their financial future and enjoy a worry-free retirement.

Financial Advisor

Residents of Lenexa, KS can greatly benefit from the guidance of a financial advisor in a variety of ways. One specific aspect that sets Lenexa apart is its thriving small business community. A financial advisor can assist local business owners with creating and implementing a solid financial strategy, including budgeting, tax planning, and investment management. Additionally, Lenexa is home to many families who are planning for their children's education. A financial advisor can help these families navigate the complex world of college savings plans and financial aid options. Furthermore, Lenexa residents can rely on a financial advisor to provide guidance on retirement planning, estate planning, and insurance needs. With the help of a trusted financial advisor, residents of Lenexa can feel confident in their financial future and make informed decisions to achieve their goals.

Mortgage Loan Officer

Residents of Lenexa, KS can greatly benefit from the expertise of a mortgage loan officer. With the city's population on the rise, many individuals are looking to purchase their first homes or upgrade to larger properties. A loan officer can assist in navigating the complex process of obtaining a mortgage, ensuring that residents are able to secure the best possible rates and terms. Additionally, Lenexa is known for its thriving business community, with many residents employed in the area's numerous corporations and startups. A loan officer can provide valuable guidance to these individuals, helping them to secure financing for commercial properties or investment opportunities. With the right support, residents of Lenexa can achieve their real estate goals and build a strong financial future for themselves and their families.

Tax Services

Residents of Lenexa, KS can benefit from the expertise of a tax advisor in a variety of ways. Firstly, a tax advisor can assist residents in navigating the complex tax laws in the state of Kansas. This is especially important for residents of Lenexa, as the city is home to many small businesses and entrepreneurs who may be unfamiliar with the intricacies of tax law. Additionally, a tax advisor can help residents maximize their deductions and credits, potentially saving them thousands of dollars each year. For example, residents of Lenexa who own homes may be able to take advantage of the Kansas Homestead Refund, which provides a refund on a portion of property taxes paid. A tax advisor can also provide guidance on retirement planning and investment strategies, helping residents in Lenexa to plan for their financial futures. Overall, the expertise of a tax advisor can be invaluable for residents of Lenexa, KS looking to optimize their financial situation.

Estate Planning Lawyer

Residents of Lenexa, KS can benefit greatly from the services of an estate planning lawyer. With the city's population growing at a rapid rate, it is becoming increasingly important for individuals to have a solid plan in place for their assets and belongings. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents that ensure an individual's wishes are carried out after they pass away. Additionally, with Lenexa's proximity to major highways and airports, many residents may have assets in multiple states or even countries. An estate planning lawyer can help navigate the complex laws and regulations surrounding these assets to ensure they are properly protected and distributed. Overall, working with an estate planning lawyer can provide peace of mind and security for individuals and families in Lenexa, KS.

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