-
Distance Only Lees Summit, MO
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Joseph Ganote (CRD# 2525568) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lees Summit, MO and has over 23 years of experience in the finance industry.
Jonathan Garlow (CRD# 5847474) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 13 years of experience in the finance industry.
David Garrison (CRD# 1803012) is an Investment Advisor Representative working at Capital Investment Management, Inc. in Lees Summit, MO and has over 36 years of experience in the finance industry. David Garrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Gash (CRD# 2275493) is an Investment Advisor Representative working at On Investment Management Co in Lees Summit, MO and has over 31 years of experience in the finance industry. Mark Gash has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Goos (CRD# 6062030) is an Investment Advisor Representative working at Arvest Wealth Management in Lees Summit, MO and has over 11 years of experience in the finance industry.
James Hallam (CRD# 3002313) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lees Summit, MO and has over 23 years of experience in the finance industry.
At NextGen Wealth, our passion is serving those individuals who do not think they have the assets or the need for a financial planner. We are a financial planning and investment management firm with an emphasis on serving the successful business professional, entrepreneur or small business owner. Through technology and innovation, we help our clients find their path to financial independence.
• Personalized Vision Statement
• Financial Automation
• Personal Financial Dashboard
• Account Aggregation
• Behavioral Investment Management
While this type of planning used to be reserved for...
Christopher Heckadon (CRD# 2946921) is an Investment Advisor Representative working at On Investment Management Co in Lees Summit, MO and has over 26 years of experience in the finance industry.
William Henks (CRD# 828513) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lees Summit, MO and has over 44 years of experience in the finance industry.
Bruce Holiman (CRD# 2999923) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lees Summit, MO and has over 23 years of experience in the finance industry.