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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Tax Favored Retirement financial advisors in Kansas City, MO

Every SEC-registered investment adviser representative at a Tax Favored Retirement office in Kansas City, A to Z.

The short answer

3 registered advisors work at Tax Favored Retirement in Kansas City, out of 3 at the firm nationwide; it ranks number 41 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Tax Favored Retirement advisors in Kansas City, A to Z

Every Tax Favored Retirement advisor →

Tax Favored Retirement advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Kansas City

All Kansas City advisors →

Modern Wealth Management, LLC 69Morgan Stanley 50Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Edward Jones 33American Century Investments Private Client Group, Inc. 32LPL Financial LLC 30UBS Financial Services Inc. 26Prairie Capital Management Group, LLC 19Stifel, Nicolaus & Company, Incorporated 14Osaic Wealth, Inc. 12Raymond James Financial Services Advisors, Inc. 11Umb Financial Services, Inc. 9

Questions

How many financial advisors does Tax Favored Retirement have in Kansas City?

3 investment adviser representatives are registered at Tax Favored Retirement offices in Kansas City, Missouri, 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 Tax Favored Retirement one of the largest advisor employers in Kansas City?

Tax Favored Retirement ranks number 41 in Kansas City by registered advisors; Modern Wealth Management, LLC has the most, with 69.

How do I check a Tax Favored Retirement advisor 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, 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. Weighing a move? Compare payouts by firm or value a recruiting offer.