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Distance Metro area (25 miles)
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COMPENSATION Either
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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
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 43 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.
Jamshid Hoorfar (CRD# 1055209) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 41 years of experience in the finance industry.
Laura Hudson (CRD# 4623363) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 21 years of experience in the finance industry.
Sarah Hudson (CRD# 5919832) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 10 years of experience in the finance industry.
Joseph Hyde (CRD# 5006200) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 18 years of experience in the finance industry.
William James (CRD# 1032073) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 41 years of experience in the finance industry.
Kurt Johnson (CRD# 2008977) is an Investment Advisor Representative working at Freedom Wealth Advisors, LLC in Lees Summit, MO and has over 34 years of experience in the finance industry.