Atwood & Palmer, Inc.

Atwood & Palmer, Inc. (CRD# 104995) is a financial advisory firm headquartered in Kansas City, MO. They manage $1,439,869,002 in 1,176 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
4520 Madison Avenue, Suite 200, Kansas City, MO 64111
http://www.atwoodpalmer.com
By the Numbers
  • Total Assets Under Management
    1,440
    MILLION
  • Total Number of Accounts
    1,176
    ACCOUNTS
  • Average Account Value
    $1,224,378
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, KS, LA, MA, MO, TX

Financial Advisors at Atwood & Palmer, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Steven Franke, financial advisor Kansas City MO
Steven P. Franke
CRD#: 4526236
4520 Madison Avenue, Suite 200, Kansas City, MO 64111

Steven Franke (CRD# 4526236) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has over 24 years of experience in the finance industry.

2
Spencer Jones, financial advisor Kansas City MO
Spencer A. Jones
CRD#: 2685477
4520 Madison Avenue, Suite 200, Kansas City, MO 64111

Spencer Jones (CRD# 2685477) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has over 28 years of experience in the finance industry.

3
James Montgomery, financial advisor Kansas City MO
James M. Montgomery
CRD#: 5485951
4520 Madison Avenue, Suite 200, Kansas City, MO 64111

James Montgomery (CRD# 5485951) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has over 7 years of experience in the finance industry.

4
Steven Palmer, financial advisor Kansas City MO
Steven N. Palmer
CRD#: 4346569
4520 Madison Avenue, Suite 200, Kansas City, MO 64111

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.

5
William Palmer, financial advisor Kansas City MO
William N. Palmer
CRD#: 5194931
4520 Madison Avenue, Suite 200, Kansas City, MO 64111

William Palmer (CRD# 5194931) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has over 16 years of experience in the finance industry.

6
Peter Sowden, financial advisor Kansas City MO
Peter J. Sowden
CRD#: 4741810
4520 Madison Avenue, Suite 200, Kansas City, MO 64111

Peter Sowden (CRD# 4741810) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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