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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lenexa, KS

Every SEC-registered financial advisor at a firm office in Lenexa who lists the Chartered Financial Analyst designation, A to Z.

5 CFA charterholders work in Lenexa; the most are at Freedom Value Partners, LLC (2). 0 are also registered broker representatives.

CFA advisors in Lenexa, A to Z

Every advisor in Lenexa →

Firms with the most CFA charterholders in Lenexa

Freedom Value Partners, LLC 2Ae Wealth Management, LLC 1Family Investment Center 1Maclura Investments 1

CFA advisors in other Kansas cities

All of Kansas →

Overland Park 83Leawood 22Wichita 8Mission 6Prairie Village 6Overland Park, 4

Questions

How many CFA financial advisors are in Lenexa, KS?

5 SEC-registered investment adviser representatives at firm offices in Lenexa, Kansas list the CFA designation; Freedom Value Partners, LLC employs the most of them (2).

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 Lenexa?

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.