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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in North Kansas City, MO

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

The short answer

25 registered advisors work in North Kansas City; the most are at Prosperity Planning (11). 12 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in North Kansas City

FirmAdvisors in North Kansas City
Prosperity Planning11
Edward Jones news5
Cetera Investment Advisers LLC news2
Delta Wealth Solutions, LLC2
Pfs Investments Inc.2
Flattery Wealth Management LLC1
In The Game Wealth Management1
Private Client Services, LLC1

Advisors in North Kansas City, A to Z

CFP advisors in North Kansas City →

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 75Lees Summit 69Lee's Summit 68Des Peres 60Liberty 60Cape Girardeau 55Kirkwood 50Saint Charles 49Joplin 48Ballwin 43Independence 42St Charles 41

Questions

How many financial advisors are in North Kansas City, MO?

25 investment adviser representatives are registered at firm offices in North Kansas City, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in North Kansas City?

Prosperity Planning, with 11 registered advisors in North Kansas City, followed by Edward Jones with 5.

How do I check a financial advisor in North Kansas City?

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.