Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Leawood, KS
Every SEC-registered financial advisor at a firm office in Leawood who lists the Chartered Financial Analyst designation, A to Z.
22 CFA charterholders work in Leawood; the most are at Mitchell Capital Management Co. (5). 2 are also registered broker representatives.
CFA advisors in Leawood, A to Z
Every advisor in Leawood →- Michael D. Bean IIRubinbrown Advisors LLC · Chartered Financial Analyst
- Matthew W. BurleighPrevail Innovative Wealth Advisors, LLC · Chartered Financial Analyst
- John M. ClarkWolf Bay Wealth Partners · Certified Financial Planner, Chartered Financial Analyst
- Quinn B. DippelMitchell Capital Management Co. · Chartered Financial Analyst
- Kenneth L. GreenMitchell Capital Management Co. · Chartered Financial Analyst
- Miles H. GreenMitchell Capital Management Co. · Chartered Financial Analyst
- Jason A. HarrisonFas Wealth Partners, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Kevin JaegersCetera Planning Partners · Chartered Financial Analyst
- Jeffrey A. JohnsonPrime Capital Financial · Chartered Financial Analyst
- Philip A. KernenMitchell Capital Management Co. · Chartered Financial Analyst
- John H. Mackay IIIEdelman Financial Engines · Chartered Financial Analyst
- Kevin S. McGrewRubinbrown Advisors LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Lauren MoranWells Fargo Advisors Financial Network, LLC · Chartered Financial Analyst
- Jordan M. O'GradyFas Wealth Partners, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Steven E. PohleAmeriprise Financial Services, LLC · Chartered Financial Analyst
- Paul B. RaccugliaCommonwealth Financial Network · Chartered Financial Analyst
- Michael C. RodeFas Wealth Partners, Inc. · Chartered Financial Analyst
- Nicholas M. RomeyEtf Portfolio Partners, Inc. · Chartered Financial Analyst
- Calvin RudolphCaptrust · Certified Financial Planner, Chartered Financial Analyst
- John D. SeitzerEverest Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Michelle E. TrouveCaptrust · Chartered Financial Analyst
- Jonn M. WullschlegerMitchell Capital Management Co. · Chartered Financial Analyst
Firms with the most CFA charterholders in Leawood
Mitchell Capital Management Co. 5Fas Wealth Partners, Inc. 3Captrust 2Rubinbrown Advisors LLC 2Ameriprise Financial Services, LLC 1Cetera Planning Partners 1Commonwealth Financial Network 1Edelman Financial Engines 1Etf Portfolio Partners, Inc. 1Everest Wealth Management 1Prevail Innovative Wealth Advisors, LLC 1Prime Capital Financial 1Wells Fargo Advisors Financial Network, LLC 1Wolf Bay Wealth Partners 1
CFA advisors in other Kansas cities
All of Kansas →Overland Park 83Wichita 8Mission 6Prairie Village 6Lenexa 5Overland Park, 4
Questions
How many CFA financial advisors are in Leawood, KS?
22 SEC-registered investment adviser representatives at firm offices in Leawood, Kansas list the CFA designation; Mitchell Capital Management Co. employs the most of them (5).
What is a CFA?
CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.
How do I check a CFA in Leawood?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.