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Financial Planners in Overland Park, KS

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1. Meritage Portfolio Management

Meritage Portfolio Management

7500 College Blvd Ste 1212, Overland Park, KS, 66210

CLOSED NOW

From Business: Meritage Portfolio Management is an institutionally based investment management firm providing asset management for families, foundations, endowments, corporations and…

YP
33 Years
in Business

2. FirsTrust Mortgage

FirsTrust Mortgage

6710 West 121st St, Overland Park, KS, 66209

CLOSED NOW

3. Financial Partners Group

Financial Partners Group

9990 College Blvd Ste 102, Overland Park, KS, 66210

CLOSED NOW

From Business: Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients. Our philosophy is to help the people we serve create and…

4. Eagle Financial Group

Eagle Financial Group

12501 Antioch Rd Ste 102, Overland Park, KS, 66213

CLOSED NOW

From Business: Steve is a graduate of the College for Financial Planning in Denver, Colorado. He is a Certified Financial Planner practitioner and an active member of the Financial Planning…

YP
30 Years
in Business

5. Wells Fargo Advisors

Wells Fargo Advisors

7400 W 130th St Ste 400, Overland Park, KS, 66213

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

Amenities:
Wheelchair accessible

6. Financial Optics, Inc.

Financial Optics, Inc.

9401 Reeds Rd # 205, Overland Park, KS, 66207

CLOSED NOW

From Business: Restaurant Owners: ✔️ Go from pennies to profits with Prime Profits™ our prix fixe financial transformation designed exclusively for restaurateurs. Financial Optics is focused…

YP
16 Years
in Business

7. Nathan Smith - Thrivent

Nathan Smith - Thrivent

7270 W 98th Ter Ste 110, Overland Park, KS, 66212

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nathan Smith is committed to providing financial advice,…

8. Leon Bauman - Thrivent

Leon Bauman - Thrivent

7270 W 98th Ter Ste 110, Overland Park, KS, 66212

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Leon Bauman is committed to providing financial advice,…

9. Robert Boone - Thrivent

Robert Boone - Thrivent

7270 W 98th Ter Ste 110, Overland Park, KS, 66212

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Robert Boone is committed to providing financial advice,…

10. Brandon Shreve - Thrivent

Brandon Shreve - Thrivent

7270 W 98th Ter Ste 110, Overland Park, KS, 66212

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Brandon Shreve is committed to providing financial advice,…

11. Drew Switzer - Thrivent

Drew Switzer - Thrivent

7270 W 98th Ter Ste 110, Overland Park, KS, 66212

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Drew Switzer is committed to providing financial advice,…

12. Tim Zitter - Thrivent

Tim Zitter - Thrivent

7270 W 98th Ter Ste 110, Overland Park, KS, 66212

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. is committed to providing financial advice, investments,…

13. Forgy Financial Group

Forgy Financial Group

11872 W 91st St, Overland Park, KS, 66214

CLOSED NOW

From Business: We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market…

YP
43 Years
in Business

14. Miller, Charles Daniel, MBA

Miller, Charles Daniel, MBA

10955 Lowell Ave, Overland Park, KS, 66210

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

YP
7 Years
in Business

15. Renaissance Financial

Renaissance Financial

7500 College Blvd Ste 350, Overland Park, KS, 66210

CLOSED NOW

From Business: With a cumulative 900 years in the money business, our financial advisors and staff are rich in talent and experience. We have experts that are fully equipped to develop a…

YP
27 Years
in Business

16. Keen Wealth Advisors

Keen Wealth Advisors

7500 College Blvd # 1000, Overland Park, KS, 66210

CLOSED NOW

From Business: Inspiring Confidence Today and In Your Future!

Amenities:
Wheelchair accessible

17. Edelman Financial Engines

Edelman Financial Engines

10950 Grandview Dr Ste 600, Overland Park, KS, 66210

CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…

18. Scott Siripalaka - Thrivent

Scott Siripalaka - Thrivent

5440 W 110th St Bldg 2, Overland Park, KS, 66211

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Scott Siripalaka is committed to providing financial advice,…

19. Mariner

Mariner

5700 W 112th St Ste 200, Overland Park, KS, 66211

CLOSED NOW

From Business: Access to a wealth of knowledge and solutions.

YP
18 Years
in Business

20. Brian Meyer - Financial Advisor, Ameriprise Financial Services

Brian Meyer - Financial Advisor, Ameriprise Financial Services

5700 W 112th St Ste 130, Overland Park, KS, 66211

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

21. Matthew Thompson - Private Wealth Advisor, Ameriprise Financial Services

Matthew Thompson - Private Wealth Advisor, Ameriprise Financial Services

5700 W 112th St Ste 130, Overland Park, KS, 66211

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. Jamie Rietzke - Private Wealth Advisor, Ameriprise Financial Services

Jamie Rietzke - Private Wealth Advisor, Ameriprise Financial Services

5700 W 112th St Ste 130, Overland Park, KS, 66211

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

23. Steve Schenck - Private Wealth Advisor, Ameriprise Financial Services

Steve Schenck - Private Wealth Advisor, Ameriprise Financial Services

5700 W 112th St Ste 130, Overland Park, KS, 66211

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

24. Michael Stompoly - Financial Advisor, Ameriprise Financial Services

Michael Stompoly - Financial Advisor, Ameriprise Financial Services

5700 W 112th St Ste 130, Overland Park, KS, 66211

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Katrina Jones - Financial Advisor, Ameriprise Financial Services

Katrina Jones - Financial Advisor, Ameriprise Financial Services

5700 W 112th St Ste 130, Overland Park, KS, 66211

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

26. Greg D Metz - Financial Advisor, Ameriprise Financial Services

Greg D Metz - Financial Advisor, Ameriprise Financial Services

5700 W 112th St Ste 130, Overland Park, KS, 66211

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

27. Principal Financial Group

Principal Financial Group

11101 Switzer Rd Ste 100, Overland Park, KS, 66210

CLOSED NOW

From Business: This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that…

28. Manica/Harney Wealth Management Team - Stifel

Manica/Harney Wealth Management Team - Stifel

40 Corporate Woods Building 9401 Indian Creek Parkway Suite 1100, Overland Park, KS, 66210

CLOSED NOW

From Business: We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach…

29. Steven Hatesohl - Thrivent

Steven Hatesohl - Thrivent

12701 Metcalf Ave Ste 104, Overland Park, KS, 66213

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Steven Hatesohl is committed to providing financial advice,…

30. Jim Yanez - Thrivent

Jim Yanez - Thrivent

12701 Metcalf Ave Ste 104, Overland Park, KS, 66213

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jim Yanez is committed to providing financial advice,…