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Distance Only North Kansas City, MO
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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
Dennis Clifford (CRD# 4690575) is an Investment Advisor Representative working at Money Concepts Advisory Service in North Kansas City, MO and has over 20 years of experience in the finance industry.
Timothy Dolan (CRD# 1716037) is an Investment Advisor Representative working at Edward Jones in North Kansas City, MO and has over 31 years of experience in the finance industry.
Andrew Flattery (CRD# 5282626) is an Investment Advisor Representative working at Simple Wealth Planning LLC in North Kansas City, MO and has over 13 years of experience in the finance industry. Andrew Flattery 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.
Douglas Gentry (CRD# 1958376) is an Investment Advisor Representative working at Primerica Advisors in North Kansas City, MO and has over 34 years of experience in the finance industry.
Christopher Hayden (CRD# 1333099) is an Investment Advisor Representative working at Primerica Advisors in North Kansas City, MO and has over 39 years of experience in the finance industry.
Rachel Howe (CRD# 6928563) is an Investment Advisor Representative working at Lpl Financial LLC in North Kansas City, MO and has over 5 years of experience in the finance industry.
Nancy McElroy (CRD# 2029980) is an Investment Advisor Representative working at Lpl Financial LLC in North Kansas City, MO and has over 34 years of experience in the finance industry.
Scott Robison (CRD# 5145328) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Kansas City, MO and has over 15 years of experience in the finance industry.
Mark Wenzl (CRD# 1046989) is an Investment Advisor Representative working at Private Client Services, LLC in North Kansas City, MO and has over 41 years of experience in the finance industry.
Susan Dawson (CRD# 4954159) is an Investment Advisor Representative working at Triumph Financial Advisors, LLC in North Kansas City, MO and has over 18 years of experience in the finance industry.