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Financial ADVSR advisor directory · SEC adviser records

Family Investment Center financial advisors in Lenexa, KS

Every SEC-registered investment adviser representative at a Family Investment Center office in Lenexa, A to Z.

The short answer

5 registered advisors work at Family Investment Center in Lenexa, out of 12 at the firm nationwide; it ranks number 4 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Family Investment Center advisors in Lenexa, A to Z

Every Family Investment Center advisor →

Family Investment Center advisors in every city and state →Family Investment Center: assets, clients and custodians →Advisor Moves: who changed firms this week →

Family Investment Center advisors in other cities

Saint Joseph, MO 6Gilbert, AZ 1

Other firms in Lenexa

All Lenexa advisors →

Copper Financial 14Edward Jones 9Ae Wealth Management, LLC 7Modern Wealth Management, LLC 5Strategic Advisers LLC 5Dogwood Wealth Management, LLC 4State Farm Investment Management Corp. 4Cetera Investment Advisers LLC 3Raymond James Financial Services Advisors, Inc. 3

Questions

How many financial advisors does Family Investment Center have in Lenexa?

5 investment adviser representatives are registered at Family Investment Center offices in Lenexa, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Family Investment Center one of the largest advisor employers in Lenexa?

Family Investment Center ranks number 4 in Lenexa by registered advisors; Copper Financial has the most, with 14.

How do I check a Family Investment Center advisor 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, 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 Family Investment Center office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.