Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Kansas City, MO
Every SEC-registered financial advisor at a firm office in Kansas City who lists the Chartered Financial Analyst designation, A to Z.
17 CFA charterholders work in Kansas City; the most are at Atwood & Palmer, Inc. (3). 2 are also registered broker representatives.
CFA advisors in Kansas City, A to Z
Every advisor in Kansas City →- Eric S. BlattnerDivvi Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Thomas C. DobeshCrosspath Capital · Chartered Financial Analyst
- Matthew G. FergusonPandi, LLC · Chartered Financial Analyst
- Spencer A. JonesAtwood & Palmer, Inc. · Chartered Financial Analyst
- Grant KnowltonD.A. Davidson & Co. · Chartered Financial Analyst
- Evan R. LangAtwood & Palmer, Inc. · Chartered Financial Analyst
- Frank C. Maggiorotto Jr.First National Advisers, LLC · Certified Financial Planner, Chartered Financial Analyst
- Connor H. McClewForvis Mazars Wealth Advisors, LLC · Chartered Financial Analyst
- Dakota McMahonFirst National Advisers, LLC · Chartered Financial Analyst
- Scott A. MooreNuance Investments, LLC · Chartered Financial Analyst
- Brandon ReedForvis Mazars Wealth Advisors, LLC · Chartered Financial Analyst
- Michael G. RoseAmerican Century Investments Private Client Group, Inc. · Chartered Financial Analyst
- Marcus A. ScottTributary Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Peter J. SowdenAtwood & Palmer, Inc. · Chartered Financial Analyst
- David A. WestNuance Investments, LLC · Chartered Financial Analyst
- Jack D. WheelerKansas City Private Wealth Management, LLC · Chartered Financial Analyst
- David N. WithrowForvis Mazars Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in Kansas City
Atwood & Palmer, Inc. 3Forvis Mazars Wealth Advisors, LLC 3First National Advisers, LLC 2Nuance Investments, LLC 2American Century Investments Private Client Group, Inc. 1Crosspath Capital 1D.A. Davidson & Co. 1Divvi Wealth Management 1Kansas City Private Wealth Management, LLC 1Pandi, LLC 1Tributary Capital Management, LLC 1
CFA advisors in other Missouri cities
All of Missouri →St. Louis 215St Louis 23Clayton 20Saint Louis 14Chesterfield 7Springfield 5Ofallon 3
Questions
How many CFA financial advisors are in Kansas City, MO?
17 SEC-registered investment adviser representatives at firm offices in Kansas City, Missouri list the CFA designation; Atwood & Palmer, Inc. employs the most of them (3).
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 Kansas City?
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.