Kevin Wood (CRD# 4665851) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 20 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lees Summit, MO | Jul 2021 - Current | 2 |
| Harrisonville Chamber Of Commerce | Harrisonville, MO | May 2021 - Jul 2021 | < 1 |
| Mid-missouri Group LLC | Harrisonville, MO | Sep 2017 - Jul 2021 | 3 |
| Phillip Zaroor Memorial Scholarship | Harrisonville, MO | May 2017 - Jul 2021 | 4 |
| Cass Community Health Foundation | Kansas City, MO | Mar 2014 - Jul 2021 | 7 |
| Freedom's Frontier National Heritage Area | Lawrence, KS | Jan 2010 - Jul 2021 | 11 |
| Various Insurance Carriers For W & R Insurance Agenceis | Harrisonville, MO | Sep 2003 - Jul 2021 | 17 |
| Waddell & Reed Inc. | Independence, MO | May 2003 - Jul 2021 | 18 |
| Cass County Historical Society | Harrisonville, MO | Oct 2001 - Jul 2021 | 19 |
| Harrisonville Chamber Of Commerce | Harrisonville, MO | Feb 2017 - May 2021 | 4 |
| Vote Yes For Cass County Library | Peculiar, MO | Feb 2020 - Nov 2020 | < 1 |
| Kevin W Wood Consulting | Harrisonville, MO | May 2002 - Aug 2019 | 17 |
| Harrisonville Chamber Of Commerce | Harrisonville, MO | Jan 2016 - Feb 2017 | 1 |
| Missouri Municipal League | Jefferson City, MO | Aug 2001 - Sep 2015 | 14 |
| City Of Harrisonville | Harrisonville, MO | Apr 2001 - Aug 2015 | 14 |
| Cass County Corporation For Economic Development | Harrisonville, MO | Mar 2009 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
- MO
- MT
- OH
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.