Bkd Wealth Advisors, LLC

Bkd Wealth Advisors, LLC (CRD# 110905) is a financial advisory firm headquartered in Springfield, MO. They manage $2,818,669,547 in 3,906 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,819
    MILLION
  • Total Number of Accounts
    3,906
    ACCOUNTS
  • Average Account Value
    $721,626
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, WA, WI

Financial Advisors at Bkd Wealth Advisors, LLC
Showing 1 - 10 of 57 top financial advisors.
1
Beth A. Boylan
CRD#: 5130811
910 East St Louis St, Suite 200, Springfield, MO 65806
96
Wealthminder
score

Beth Boylan (CRD# 5130811) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Springfield, MO and has over 11 years of experience in the finance industry. Beth Boylan 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.

2
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 18 years of experience in the finance industry.

3
Brandon S. Falbe
CRD#: 4811024
910 East St Louis St, Suite 200, Springfield, MO 65806
96
Wealthminder
score

Brandon Falbe (CRD# 4811024) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Springfield, MO and has over 13 years of experience in the finance industry. Brandon Falbe 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
Amy D. Frizzell
CRD#: 4153891
201 N. Illinois Street, Suite 700, Indianapolis, IN 46204
96
Wealthminder
score

Amy Frizzell (CRD# 4153891) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry. Amy Frizzell 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
Rick B. Gutman
CRD#: 1018107
1201 Walnut Street, Suite 1700, Kansas City, MO 64106
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 36 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.

6
Travis D. Knight
CRD#: 4232298
1201 Walnut Street, Suite 1700, Kansas City, MO 64106
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 13 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.

7
Bobby L. Lamb
CRD#: 3048563
2800 Post Oak Boulevard, Suite 3200, Houston, TX 77056
96
Wealthminder
score

Bobby Lamb (CRD# 3048563) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Houston, TX and has over 20 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.

8
Donald F. Larsen
CRD#: 5343809
1901 S Meyers Road, Suite 500, Oakbrook Terrace, IL 60181
96
Wealthminder
score

Donald Larsen (CRD# 5343809) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Oakbrook Terrace, IL and has over 11 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.

9
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 30 years of experience in the finance industry.

10
Jeffrey T. Lenhart
CRD#: 5484916
1201 Walnut, Suite 1700, Kansas City, MO 64106
96
Wealthminder
score

Jeffrey Lenhart (CRD# 5484916) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Kansas City, MO and has over 6 years of experience in the finance industry. Jeffrey Lenhart 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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