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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lee's Summit, MO

Every SEC-registered investment adviser representative at a firm office in Lee's Summit, with the firms that employ the most of them.

66 registered advisors work in Lee's Summit; the most are at Osaic Wealth, Inc. (6). 0 list the CFP designation and 38 are also registered broker representatives.

Firms with the most advisors in Lee's Summit

FirmAdvisors in Lee's Summit
Osaic Wealth, Inc. news6
Capital Investment Management, Inc.5
Edward Jones news4
Freedom Wealth Advisors, LLC4
LPL Financial LLC news4
On Investment Management Co.4
Strongbox Wealth, LLC4
Oak Road Wealth Management3
Empower Advisory Group, LLC2
Focus Partners Wealth, LLC2
Rise Retirement, LLC2
State Farm Investment Management Corp.2
Wealth Enhancement Advisory Services, LLC news2
American Century Investments Private Client Group, Inc.1
Arvest Wealth Management1
Bankers Life Advisory Services, Inc.1
Bright Portfolios, LLC1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Copper Financial1
Edelman Financial Engines news1
First American Financial Advisors, Inc.1
Java Wealth Planning1
LPL Enterprise, LLC news1
Lsa Tpm, LLC1

Advisors in Lee's Summit, A to Z

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Other cities in Missouri

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St. Louis 4,529Clayton 660Chesterfield 615Kansas City 604St Louis 555Saint Louis 379Springfield 359Maryland Heights 215Frontenac 174Columbia 159Creve Coeur 94O'Fallon 88Jefferson City 80Lees Summit 71Des Peres 69Liberty 63Saint Charles 56Joplin 55Kirkwood 55Cape Girardeau 52Ballwin 47St Charles 44Independence 43Blue Springs 37

Questions

How many financial advisors are in Lee's Summit, MO?

66 investment adviser representatives are registered at firm offices in Lee's Summit, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 38 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lee's Summit?

Osaic Wealth, Inc., with 6 registered advisors in Lee's Summit, followed by Capital Investment Management, Inc. with 5.

How do I check a financial advisor in Lee's Summit?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.