Directory · consent-first

Near 64063. Lee's Summit.

24 financial advisors & firms and 7 insurance agents verified near Lee's Summit, MO — every one cited to the regulator, claimable and removable by the person named.

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We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.

Financial

Advisors & firms near 64063

Capital Investment Management, INC0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $559M AUM

CRD 113917 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Osborne Global Investors, INC.0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $13M AUM

CRD 129128 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lsa Tpm, LLC0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $26M AUM

CRD 150059 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bright Portfolios, LLC0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $136M AUM

CRD 288605 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Your Financial Partnership0 mi

RIA firm · Lees Summit, MO 64063 · Registered investment adviser · $9M AUM

CRD 297089 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rise Retirement, LLC0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $72M AUM

CRD 299026 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

QP Financial0 mi

RIA firm · Lees Summit, MO 64063 · Registered investment adviser

CRD 343160 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lakeshore Wealth Management LLC4.4 mi

RIA firm · Lake Lotawana, MO 64086 · Registered investment adviser · $77M AUM

CRD 331324 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Freedom Wealth Advisors, LLC4.5 mi

RIA firm · Lee's Summit, MO 64082 · Registered investment adviser · $104M AUM

CRD 154270 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Strongbox Wealth, LLC4.9 mi

RIA firm · Lee's Summit, MO 64064 · Registered investment adviser · $562M AUM

CRD 304952 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Derks Financial, LLC4.9 mi

RIA firm · Lees Summit, MO 64064 · Registered investment adviser · $80M AUM

CRD 315032 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Equity Wealth Partners, LLC9.9 mi

RIA firm · Independence, MO 64055 · Registered investment adviser · $259M AUM

CRD 317224 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Stewardship Capital11.2 mi

RIA firm · Independence, MO 64057 · Registered investment adviser · $168M AUM

CRD 110944 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bluevine Advice12.2 mi

RIA firm · Kansas City, MO 64131 · Registered investment adviser · $5M AUM

CRD 311530 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cobb Wealth Management, LLC13.3 mi

RIA firm · Kansas City, MO 64145 · Registered investment adviser · $37M AUM

CRD 146147 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sonas Financial Group, INC.13.5 mi

RIA firm · Kansas City, MO 64114 · Registered investment adviser · $150M AUM

CRD 122547 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Schram, Lori13.5 mi

RIA firm · Kansas City, MO 64114 · Registered investment adviser · $8M AUM

CRD 329637 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sarver Vrooman Wealth Advisors LLC13.5 mi

RIA firm · Kansas City, MO 64114 · Registered investment adviser · $452M AUM

CRD 332699 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Heritage Asset Management, LLC13.7 mi

RIA firm · Belton, MO 64012 · Registered investment adviser · $155M AUM

CRD 323344 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Greystone Capital Partners Group LLC14.5 mi

RIA firm · Kansas City, MO 64110 · Registered investment adviser · $101M AUM

CRD 312326 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Twin Robins Capital14.5 mi

RIA firm · Kansas City, MO 64110 · Registered investment adviser · $33M AUM

CRD 329990 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Viawealth, LLC14.6 mi

RIA firm · Leawood, KS 66206 · Registered investment adviser · $261M AUM

CRD 309043 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Casey Hoffman14.7 mi

Advisor · Morgan Stanley · Leawood, KS · Wealth management, Leawood

This is you? Claim itclaimable & removable by its owner

Patrick Aubry14.7 mi

Advisor · Morgan Stanley · Leawood, KS · Wealth management, Leawood

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 64063

Matthew Meyer14.6 mi

Insurance · Farmers · Overland Park, KS 66206 · Home, auto, life in Overland Park

This is you? Claim itclaimable & removable by its owner

Matyra Gieseler15.1 mi

Insurance · State Farm · Leawood, KS 66209 · Home, auto, life in Leawood

This is you? Claim itclaimable & removable by its owner

Tim Thompson15.1 mi

Insurance · State Farm · Leawood, KS 66209 · Home, auto, life in Leawood

This is you? Claim itclaimable & removable by its owner

Michael Baca15.2 mi

Insurance · State Farm · Leawood, KS 66211 · Home, auto, life in Leawood

This is you? Claim itclaimable & removable by its owner

Jourdan Lodge15.9 mi

Insurance · Farmers · Prairie Village, KS 66208 · Home, auto, life in Prairie Village

This is you? Claim itclaimable & removable by its owner

Paul Binner17.7 mi

Insurance · Allstate · Overland Park, KS · Home, auto, life in Overland Park

This is you? Claim itclaimable & removable by its owner

Jeffrey Akright17.7 mi

Insurance · Allstate · Overland Park, KS · Home, auto, life in Overland Park

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Lee's Summit, MO.

Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.

← Back to the national directory

Directory · consent-first

Near 64063. Lee's Summit.

24 financial advisors & firms and 7 insurance agents verified near Lee's Summit, MO — every one cited to the regulator, claimable and removable by the person named.

Find your person

Search this ZIP — or use your location

Talk to someone about my money

We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.

Financial

Advisors & firms near 64063

Capital Investment Management, INC0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $559M AUM

CRD 113917 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Osborne Global Investors, INC.0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $13M AUM

CRD 129128 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lsa Tpm, LLC0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $26M AUM

CRD 150059 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bright Portfolios, LLC0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $136M AUM

CRD 288605 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Your Financial Partnership0 mi

RIA firm · Lees Summit, MO 64063 · Registered investment adviser · $9M AUM

CRD 297089 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rise Retirement, LLC0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $72M AUM

CRD 299026 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

QP Financial0 mi

RIA firm · Lees Summit, MO 64063 · Registered investment adviser

CRD 343160 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lakeshore Wealth Management LLC4.4 mi

RIA firm · Lake Lotawana, MO 64086 · Registered investment adviser · $77M AUM

CRD 331324 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Freedom Wealth Advisors, LLC4.5 mi

RIA firm · Lee's Summit, MO 64082 · Registered investment adviser · $104M AUM

CRD 154270 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Strongbox Wealth, LLC4.9 mi

RIA firm · Lee's Summit, MO 64064 · Registered investment adviser · $562M AUM

CRD 304952 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Derks Financial, LLC4.9 mi

RIA firm · Lees Summit, MO 64064 · Registered investment adviser · $80M AUM

CRD 315032 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Equity Wealth Partners, LLC9.9 mi

RIA firm · Independence, MO 64055 · Registered investment adviser · $259M AUM

CRD 317224 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Stewardship Capital11.2 mi

RIA firm · Independence, MO 64057 · Registered investment adviser · $168M AUM

CRD 110944 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bluevine Advice12.2 mi

RIA firm · Kansas City, MO 64131 · Registered investment adviser · $5M AUM

CRD 311530 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cobb Wealth Management, LLC13.3 mi

RIA firm · Kansas City, MO 64145 · Registered investment adviser · $37M AUM

CRD 146147 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sonas Financial Group, INC.13.5 mi

RIA firm · Kansas City, MO 64114 · Registered investment adviser · $150M AUM

CRD 122547 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Schram, Lori13.5 mi

RIA firm · Kansas City, MO 64114 · Registered investment adviser · $8M AUM

CRD 329637 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sarver Vrooman Wealth Advisors LLC13.5 mi

RIA firm · Kansas City, MO 64114 · Registered investment adviser · $452M AUM

CRD 332699 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Heritage Asset Management, LLC13.7 mi

RIA firm · Belton, MO 64012 · Registered investment adviser · $155M AUM

CRD 323344 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Greystone Capital Partners Group LLC14.5 mi

RIA firm · Kansas City, MO 64110 · Registered investment adviser · $101M AUM

CRD 312326 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Twin Robins Capital14.5 mi

RIA firm · Kansas City, MO 64110 · Registered investment adviser · $33M AUM

CRD 329990 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Viawealth, LLC14.6 mi

RIA firm · Leawood, KS 66206 · Registered investment adviser · $261M AUM

CRD 309043 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Casey Hoffman14.7 mi

Advisor · Morgan Stanley · Leawood, KS · Wealth management, Leawood

This is you? Claim itclaimable & removable by its owner

Patrick Aubry14.7 mi

Advisor · Morgan Stanley · Leawood, KS · Wealth management, Leawood

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 64063

Matthew Meyer14.6 mi

Insurance · Farmers · Overland Park, KS 66206 · Home, auto, life in Overland Park

This is you? Claim itclaimable & removable by its owner

Matyra Gieseler15.1 mi

Insurance · State Farm · Leawood, KS 66209 · Home, auto, life in Leawood

This is you? Claim itclaimable & removable by its owner

Tim Thompson15.1 mi

Insurance · State Farm · Leawood, KS 66209 · Home, auto, life in Leawood

This is you? Claim itclaimable & removable by its owner

Michael Baca15.2 mi

Insurance · State Farm · Leawood, KS 66211 · Home, auto, life in Leawood

This is you? Claim itclaimable & removable by its owner

Jourdan Lodge15.9 mi

Insurance · Farmers · Prairie Village, KS 66208 · Home, auto, life in Prairie Village

This is you? Claim itclaimable & removable by its owner

Paul Binner17.7 mi

Insurance · Allstate · Overland Park, KS · Home, auto, life in Overland Park

This is you? Claim itclaimable & removable by its owner

Jeffrey Akright17.7 mi

Insurance · Allstate · Overland Park, KS · Home, auto, life in Overland Park

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Lee's Summit, MO.

← Back to the national directory

Near 64063. Lee&apos;s Summit.

Search this ZIP — or use your location

Advisors & firms near 64063

Insurance agents near 64063

Nearby areas

Near 64063. Lee&apos;s Summit.

Search this ZIP — or use your location

Advisors & firms near 64063

Insurance agents near 64063

Nearby areas

Near 64063. Lee's Summit.

Near 64063. Lee's Summit.