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Find Best Financial Advisors in Lees Summit, Missouri

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Lees Summit is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Lees Summit & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Lees Summit?

Looking for a qualified financial advisor in Lees Summit? We can help you by narrowing down your options & listing the best financial advisors in Lees Summit as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Lees Summit near you with the list of certified and vetted Lees Summit financial advisors.

List of Qualified Financial Advisors in Lees Summit, Missouri

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John Killoy

Edelman Financial Engines, LLC

210 SW Market Street

Lees Summit, MO 64063

913-312-1713

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Alex Petrovic

Petrovic Financial Services

4200 Somerset Dr
Suite 217

Prairie Village, KS 66208

913-385-5523

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Joe Harrish

Prime Capital Investment Advisors

6201 College Boulevard
Suite 150

Overland Park, KS 66211

913-491-6226

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Alec Bethurum

Sterneck Capital

4510 Belleview Ste 204

Kansas City, MO 64111

816-268-2233

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Jay Steinbock

Summit Pointe Financial Group.

10965 Granda Lane
Suite 106

Shawnee Mission, KS 66211

913-339-6982

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Steven Cox

Providence Financial Advisors, LLC

6900 College Blvd. Suite 440

Overland Park, KS 66211

913-323-0535

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Creative Planning

Creative Planning

5454 W 110th Street

Overland Park, KS 66211

866-273-2848

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James Claiborne

Financial Partners Group

10925 Antioch Road
Suite 100

Overland Park, KS 66210

913-948-9489

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Timothy Walla

Walla Street Wealth Management, Inc.

8102 West 131st Court, Suite 1000

Overland Park, KS 66213

913-543-3836

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Darrin Wolff

Edelman Financial Engines, LLC

11095 Metcalf Avenue

Overland Park, KS 66210

913-901-4073

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John Killoy

Edelman Financial Engines, LLC

9203 NE 152 Highway

Kansas City, MO 64158

913-312-1713

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James Magaziner

LPL/Fort Hill Financial

21011 W. 72nd Street

Shawnee, KS 66218

913-717-7894

Additional Financial Advisors in Missouri

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
James Chouteau, Bankers Life Securities Financial Representative
Inquire with James
100 NE Tudor Rd, Ste 103 Lees Summit, MO 64086 816-380-6978
Lakisha Hasam, Bankers Life Securities Financial Representative
Inquire with Lakisha
100 NE Tudor Rd, Ste 103 Lees Summit, MO 64086 816-380-6978
Edward Jones
Inquire with Edward
3500 NE Ralph Powell Rd, Suite E Lees Summit, MO 64064 816-272-0460
Edward Jones
Inquire with Edward
24 NW Chipman Rd, Suite A Lees Summit, MO 64063 816-282-6047
Edward Jones
Inquire with Edward
200 S.E. Douglas, Ste 105 Lees Summit, MO 64063 816-272-5650
Edward Jones
Inquire with Edward
120 SW 2nd St, Suite 102 Lees Summit, MO 64063 816-554-0074
Edward Jones
Inquire with Edward
410A SE 3rd St, Suite 102 Lees Summit, MO 64063 816-554-3128
Edward Jones
Inquire with Edward
801 NE Lakewood Blvd, Lees Summit, MO 64064 816-478-0053
Edward Jones
Inquire with Edward
192 Northwest Oldham Parkway, Lees Summit, MO 64081 816-525-0770
Edward Jones
Inquire with Edward
3550 NE Ralph Powell Rd, Suite 200 Lees Summit, MO 64064 816-272-6219

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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