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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
Wise Wealth is a full-service, fiduciary financial planning firm. We understand that retirement is complicated and each situation is unique. That's why we take time upfront to understand you and what you're trying to accomplish.
Having a plan can help bring confidence and peace for your retirement. We work with you to craft your retirement plan and help you put it into motion so that you can enjoy a successful retirement.
Kelley Manning (CRD# 4648441) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lees Summit, MO and has over 20 years of experience in the finance industry.
Laurie Martin (CRD# 6256086) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lees Summit, MO and has over 9 years of experience in the finance industry.
Michael Martin (CRD# 2209640) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lees Summit, MO and has over 32 years of experience in the finance industry.
Paul McClain (CRD# 1982523) is an Investment Advisor Representative working at Freedom Wealth Advisors, LLC in Lees Summit, MO and has over 26 years of experience in the retirement planning and investment industry. We use a goal based approach that puts the clients interest first while making the process simple.
John McFarland (CRD# 3038183) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lees Summit, MO and has over 20 years of experience in the finance industry.
William Mears (CRD# 2332145) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 31 years of experience in the finance industry.
Gregory Miller (CRD# 709555) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 43 years of experience in the finance industry.
Jaimie Morrison (CRD# 3123801) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 15 years of experience in the finance industry.
Michael Murff (CRD# 7013462) is an Investment Advisor Representative working at Oak Road Wealth Management in Lees Summit, MO and has over 5 years of experience in the finance industry.