Financial ADVSR advisor directory · SEC adviser records
Sunesis Advisors, LLC financial advisors in Overland Park, KS
Every SEC-registered investment adviser representative at a Sunesis Advisors, LLC office in Overland Park, A to Z.
The short answer
3 registered advisors work at Sunesis Advisors, LLC in Overland Park, out of 3 at the firm nationwide; it ranks number 102 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Sunesis Advisors, LLC advisors in Overland Park, A to Z
Every Sunesis Advisors, LLC advisor →- Chad R. BattisonInvestment adviser rep
- John S. BerndtInvestment adviser rep
- Jonathan L. KinneInvestment adviser rep
Sunesis Advisors, LLC advisors in every city and state →Sunesis Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Overland Park
All Overland Park advisors →Creative Planning 647Onedigital 149Prime Capital Financial 132Mariner 111Creativeone Wealth, LLC 108Creativeone Securities, LLC 78Cetera Investment Advisers LLC 63Edward Jones 62Mariner Wealth 55Osaic Wealth, Inc. 38Strategic Advisers LLC 34LPL Financial LLC 33
Questions
How many financial advisors does Sunesis Advisors, LLC have in Overland Park?
3 investment adviser representatives are registered at Sunesis Advisors, LLC offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Sunesis Advisors, LLC one of the largest advisor employers in Overland Park?
Sunesis Advisors, LLC ranks number 102 in Overland Park by registered advisors; Creative Planning has the most, with 647.
How do I check a Sunesis Advisors, LLC advisor in Overland Park?
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 Sunesis Advisors, LLC 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.