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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lees Summit, MO

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

The short answer

69 registered advisors work in Lees Summit; the most are at LPL Financial LLC (21). 11 list the CFP designation and 58 are also registered broker representatives.

Firms with the most advisors in Lees Summit

FirmAdvisors in Lees Summit
LPL Financial LLC news21
Edward Jones news11
Raymond James Financial Services Advisors, Inc. news7
State Farm Investment Management Corp.5
On Investment Management Co.4
Strategic Advisers LLC3
Cetera Investment Advisers LLC news2
Derks Financial, LLC2
Allstate Financial Advisors, LLC1
American Century Investments Private Client Group, Inc.1
Ameriprise Financial Services, LLC news1
Creativeone Securities, LLC1
Fisher Investments news1
Focus Partners Wealth, LLC1
Freedom Wealth Advisors, LLC1
J.P. Morgan Securities LLC news1
Java Wealth Planning1
Modern Wealth Management, LLC1
Onedigital1
Qp Financial1
Voya Retirement Advisors, LLC1
Your Financial Partnership1

Advisors in Lees Summit, A to Z

CFP advisors in Lees Summit →

Other cities in Missouri

All of Missouri →

St. Louis 4,277Clayton 597Chesterfield 582Kansas City 561St Louis 528Saint Louis 366Springfield 332Maryland Heights 163Frontenac 159Columbia 150Creve Coeur 88O'Fallon 80Jefferson City 75Lee's Summit 68Des Peres 60Liberty 60Cape Girardeau 55Kirkwood 50Saint Charles 49Joplin 48Ballwin 43Independence 42St Charles 41Blue Springs 40

Questions

How many financial advisors are in Lees Summit, MO?

69 investment adviser representatives are registered at firm offices in Lees Summit, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 58 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Lees Summit?

LPL Financial LLC, with 21 registered advisors in Lees Summit, followed by Edward Jones with 11.

How do I check a financial advisor in Lees 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.