FinGenADVISORS
Saved
FIND YOUR KIND OF ADVISOR

Financial advisors
in Kansas City, MO.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

110 financial advisors29 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

110 financial advisorsCompare public facts. Verify experience directly.
110 financial advisors29 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

Adam K. PerkinsCRD 4240388

Investment adviser representative

Current firm: UMB FINANCIAL SERVICES, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Addison C. TantilloCRD 6719042

Investment adviser representative

Current firm: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Addison J. SchubertCRD 6730410

Investment adviser representative

Current firm: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Andrei WeberCRD 5886291

Investment adviser representative

Current firm: UMB FINANCIAL SERVICES, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Andrew HirsteinCRD 7668927

Investment adviser representative

Current firm: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Andrew J. OswaldCRD 5153830

Certified Financial Planner

Current firm: FLAHARTY ASSET MANAGEMENT, LLC

Advisory firm office: Clearwater, FL
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Angela G. GatesCRD 2626070

Investment adviser representative

Current firm: UMB FINANCIAL SERVICES, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
April N. WatkinsCRD 6542224

Investment adviser representative

Current firm: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Arthur L. LewisCRD 8142708

Investment adviser representative

Current firm: UMB FINANCIAL SERVICES, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Audrie N. PattonCRD 7673596

Investment adviser representative

Current firm: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Benjamin S. JollesCRD 7805019

Investment adviser representative

Current firm: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Brad A. SwansonCRD 6448596

Investment adviser representative

Current firm: UMB FINANCIAL SERVICES, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Brendan RyanCRD 8163572

Investment adviser representative

Current firm: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Brian A. InmanCRD 2879645

Investment adviser representative

Current firm: FLAHARTY ASSET MANAGEMENT, LLC

Advisory firm office: Clearwater, FL
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Brian HawkinsCRD 7974850

Investment adviser representative

Current firm: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Caleb J. HeinCRD 6885353

Investment adviser representative

Current firm: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Candace L. MontoyaCRD 5910726

Investment adviser representative

Current firm: UMB FINANCIAL SERVICES, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Cathy R. KeenCRD 5301631

Investment adviser representative

Current firm: UMB FINANCIAL SERVICES, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Chad W. ClementCRD 4350255

Investment adviser representative

Current firm: UMB FINANCIAL SERVICES, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
Charisa N. DoddCRD 7629733

Investment adviser representative

Current firm: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Advisory firm office: Kansas City, MO
Record typeFinancial advisor
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

More cities in MO

Explore related places and planning situations

CONTEXT FOR YOUR NEXT DECISION

Read, compare, then explore.

GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
All insights and guides