Financial Advisors in Missouri
Showing 1-5 of 5 advisors
Kansas City, MO
Margo Shepard
Wells Fargo Advisors Financial Network, LLC
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesEndowments & Charities+2
Typical Clientele
RetireesSurviving Spouses+4
Pricing Model:
Fees Information
Number of Clients
150
Years of Experience:
43 years
Kansas City, MO
Lance Trammell
Transcend Wealth Management
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesHigh Net Worth Planning+2
Typical Clientele
RetireesHigh Net Worth Individuals+4
Pricing Model:
AUM
Number of Clients
150
Years of Experience:
18 years
St. Louis, MO
Adam Weingartner
Second Level Capital
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+2
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
St. Louis, MO
Ryan Graves
Bemiston Asset Management
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+3
Typical Clientele
InheritorsStartup Employees+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
14 years
Harrisonville, MO
Aaron Sloan
Strategic Financial
Specialties and Expertise
Succession PlanningCash Flow AnalysisCredit & Lending Needs+2
Typical Clientele
Business OwnersWealthy Families+4
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
8 years