Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Freedom Wealth Advisors, LLC financial advisors in Lee's Summit, MO

Every SEC-registered investment adviser representative at a Freedom Wealth Advisors, LLC office in Lee's Summit, A to Z.

The short answer

4 registered advisors work at Freedom Wealth Advisors, LLC in Lee's Summit, out of 6 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Freedom Wealth Advisors, LLC advisors in Lee's Summit, A to Z

Every Freedom Wealth Advisors, LLC advisor →

Freedom Wealth Advisors, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Freedom Wealth Advisors, LLC advisors in other cities

Lees Summit, MO 1Lees' Summit, MO 1

Other firms in Lee's Summit

All Lee's Summit advisors →

LPL Financial LLC 6Osaic Wealth, Inc. 6Capital Investment Management, Inc. 4Edward Jones 4On Investment Management Co. 4Strongbox Wealth, LLC 4Oak Road Wealth Management 3

Questions

How many financial advisors does Freedom Wealth Advisors, LLC have in Lee's Summit?

4 investment adviser representatives are registered at Freedom Wealth Advisors, LLC offices in Lee's Summit, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Freedom Wealth Advisors, LLC one of the largest advisor employers in Lee's Summit?

Freedom Wealth Advisors, LLC ranks number 5 in Lee's Summit by registered advisors; LPL Financial LLC has the most, with 6.

How do I check a Freedom Wealth Advisors, LLC advisor in Lee's Summit?

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 Freedom Wealth 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.