Bkd Wealth Advisors, LLC

Bkd Wealth Advisors, LLC (CRD# 110905) is a financial advisory firm headquartered in Springfield, MO. They manage $2,617,855,311 in 3,588 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,618
    MILLION
  • Total Number of Accounts
    3,588
    ACCOUNTS
  • Average Account Value
    $729,614
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MO, MS, NC, NE, OH, OK, OR, PA, TN, TX

Financial Advisors at Bkd Wealth Advisors, LLC
Showing 1 - 10 of 56 top financial advisors.
1
Andrew L. Douglas
CRD#: 4073929
201 N. Illinois Street, Suite 700, Indianapolis, IN 46204
96
Wealthminder
score

Andrew Douglas (CRD# 4073929) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.

2
Rick B. Gutman
CRD#: 1018107
120 W. 12th Street, Suite 1200, Po Box 26218, Kansas City, MO 64196
96
Wealthminder
score

Rick Gutman (CRD# 1018107) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Kansas City, MO and has over 34 years of experience in the finance industry. Rick Gutman 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.

3
Travis D. Knight
CRD#: 4232298
120 W. 12th Street, Suite 1200, Po Box 26218, Kansas City, MO 64196
96
Wealthminder
score

Travis Knight (CRD# 4232298) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Kansas City, MO and has over 12 years of experience in the finance industry. Travis Knight 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.

4
Bobby L. Lamb
CRD#: 3048563
910 East St Louis St, Suite 200, Springfield, MO 65806
96
Wealthminder
score

Bobby Lamb (CRD# 3048563) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Springfield, MO and has over 18 years of experience in the finance industry. Bobby Lamb 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.

5
Donald F. Larsen
CRD#: 5343809
120 West 12th Street, Suite 1200, Kansas City, MO 64196
96
Wealthminder
score

Donald Larsen (CRD# 5343809) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Kansas City, MO and has over 10 years of experience in the finance industry. Donald Larsen 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.

6
Jeffrey A. Layman
CRD#: 1732941
910 E. St. Louis Street, Suite 200, Springfield, MO 65806
96
Wealthminder
score

Jeffrey Layman (CRD# 1732941) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Springfield, MO and has over 29 years of experience in the finance industry.

7
Brian T. Lowery
CRD#: 5064008
211 N. Broadway, Suite 600, Saint Louis, MO 63102
96
Wealthminder
score

Brian Lowery (CRD# 5064008) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Saint Louis, MO and has over 10 years of experience in the finance industry. Brian Lowery 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.

8
Steven R. Martin
CRD#: 4624553
1901 S. Meyers Road, Suite 630, Oakbrook Terrace, IL 60181
96
Wealthminder
score

Steven Martin (CRD# 4624553) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Oakbrook Terrace, IL and has over 13 years of experience in the finance industry. Steven Martin 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.

9
Mary L. Mayabb
CRD#: 1098369
120 W. 12th Street, Suite 1200, Kansas City, MO 64196
96
Wealthminder
score

Mary Mayabb (CRD# 1098369) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Kansas City, MO and has over 18 years of experience in the finance industry. Mary Mayabb 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.

10
William C. Metzger
CRD#: 4360576
201 N. Illinois Street, Suite 700, Indianapolis, IN 46204
96
Wealthminder
score

William Metzger (CRD# 4360576) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Indianapolis, IN and has over 13 years of experience in the finance industry. William Metzger 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.

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