Financial ADVSR advisor directory · SEC adviser records
Tax Favored Retirement financial advisors in Missouri
Every SEC-registered investment adviser representative at a Tax Favored Retirement office in Missouri, by city and A to Z.
The short answer
3 registered advisors work at Tax Favored Retirement in Missouri, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Kansas City (3). 0 list the CFP designation and 0 are also registered broker representatives.
Tax Favored Retirement advisors by city in Missouri
Every firm in Missouri →Tax Favored Retirement advisors in Missouri, A to Z
Search by name →- Douglas W. GarrettKansas City
- Theodore Perez IIIKansas City
- Andrew P. SurberKansas City
Tax Favored Retirement advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Tax Favored Retirement financial advisors are in Missouri?
3 investment adviser representatives are registered at Tax Favored Retirement offices in Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Missouri does Tax Favored Retirement have the most advisors?
Kansas City, with 3. Tax Favored Retirement has advisors in 1 city in Missouri.
How do I check a Tax Favored Retirement advisor in Missouri?
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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Tax Favored Retirement office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.