Atwood & Palmer, Inc.

Atwood & Palmer, Inc. (CRD# 104995) is a financial advisory firm headquartered in Kansas City, MO. They manage $694,318,298 in 161 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    694
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $4,312,536
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, IL, KS, LA, MO, TX

Financial Advisors at Atwood & Palmer, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Spencer A. Jones
CRD#: 2685477
4520 Madison Avenue, Suite 200, Kansas City, MO 64111
96
Wealthminder
score

Spencer Jones (CRD# 2685477) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has over 22 years of experience in the finance industry.

2
Peter J. Sowden
CRD#: 4741810
4520 Madison Avenue, Suite 200, Kansas City, MO 64111
96
Wealthminder
score

Peter Sowden (CRD# 4741810) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has over 14 years of experience in the finance industry.

3
Steven P. Franke
CRD#: 4526236
4520 Madison Avenue, Suite 200, Kansas City, MO 64111
93
Wealthminder
score

Steven Franke (CRD# 4526236) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has over 18 years of experience in the finance industry.

4
William N. Palmer
CRD#: 5194931
4520 Madison Avenue, Suite 200, Kansas City, MO 64111
93
Wealthminder
score

William Palmer (CRD# 5194931) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has over 10 years of experience in the finance industry.

5
James M. Montgomery
CRD#: 5485951
4520 Madison Avenue, Suite 200, Kansas City, MO 64111
88
Wealthminder
score

James Montgomery (CRD# 5485951) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has 1 year of experience in the finance industry.

6
William L. Atwood
CRD#: 4346578
4520 Madison Avenue, Suite 200, Kansas City, MO 64111
87
Wealthminder
score

William Atwood (CRD# 4346578) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has 1 year of experience in the finance industry.

7
Steven N. Palmer
CRD#: 4346569
4520 Madison Avenue, Suite 200, Kansas City, MO 64111
87
Wealthminder
score

Steven Palmer (CRD# 4346569) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has 1 year of experience in the finance industry.

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