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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
David Gilmore (CRD# 6104656) is an Investment Advisor Representative working at Equity Wealth Partners, LLC in Independence, MO and has over 11 years of experience in the finance industry. David Gilmore 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.
Shelly Hall (CRD# 4482575) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Independence, MO and has over 22 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.
Andrew Hammer (CRD# 5876433) is an Investment Advisor Representative working at Edward Jones in Independence, MO and has over 10 years of experience in the finance industry.
Philip Hayes (CRD# 2209559) is an Investment Advisor Representative working at Lpl Financial LLC in Blue Springs, MO and has over 31 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.
Steven Heggs (CRD# 2224162) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Blue Springs, MO and has over 28 years of experience in the finance industry.
Steven Hellon (CRD# 1791279) is an Investment Advisor Representative working at Lpl Financial LLC in Blue Springs, MO and has over 36 years of experience in the finance industry.