Communityamerica Financial Solutions, LLC

Communityamerica Financial Solutions, LLC (CRD# 168203) is a financial advisory firm headquartered in Lenexa, KS. They manage $120,359,401 in 854 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    854
    ACCOUNTS
  • Average Account Value
    $140,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

AZ, CA, CO, FL, IL, KS, MN, MO, OK, TX

Financial Advisors at Communityamerica Financial Solutions, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Scott C. Adams
CRD#: 2279746
10601 Mission Road, Suite 100, Leawood, KS 66206
96
Wealthminder
score

Scott Adams (CRD# 2279746) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Leawood, KS and has over 23 years of experience in the finance industry. Scott Adams 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
Heath T. Burch
CRD#: 4218865
10601 Mission Road, Suite 100, Leawood, KS 66206
96
Wealthminder
score

Heath Burch (CRD# 4218865) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Leawood, KS and has over 17 years of experience in the finance industry. Heath Burch 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
Thomas N. Harber
CRD#: 843968
9777 Ridge Dr., Suite 360, Lenexa, KS 66219
96
Wealthminder
score

Thomas Harber (CRD# 843968) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lenexa, KS and has over 34 years of experience in the finance industry.

4
Bradford P. Mecklenburg
CRD#: 4833893
7714 State Ave, Kansas City, KS 66112
96
Wealthminder
score

Bradford Mecklenburg (CRD# 4833893) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Kansas City, KS and has over 12 years of experience in the finance industry. Bradford Mecklenburg 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
Perry H. Bernard
CRD#: 5672252
9777 Ridge Dr., Suite 360, Lenexa, KS 66219
93
Wealthminder
score

Perry Bernard (CRD# 5672252) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lenexa, KS and has over 8 years of experience in the finance industry.

6
Philip A. Bess
CRD#: 5423120
9777 Ridge Dr., Suite 360, Lenexa, KS 66219
93
Wealthminder
score

Philip Bess (CRD# 5423120) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lenexa, KS and has over 10 years of experience in the finance industry.

7
Rance J. Carlson, CFP®, MBA
CRD#: 5110433
9777 Ridge Drive, Lenexa, KS 66219
93
Wealthminder
score
Rance Carlson (CRD# 5110433) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lenexa, KS and has over 10 years of experience in the finance industry. Rance Carlson 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 putclients' interests first and comply with the Financial Planning Practice Standards.
8
Michael A. Keeton
CRD#: 5108118
9777 Ridge Dr., Suite 360, Lenexa, KS 66219
93
Wealthminder
score

Michael Keeton (CRD# 5108118) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lenexa, KS and has over 11 years of experience in the finance industry.

9
Scott L. Pfeifer
CRD#: 5650861
9777 Ridge Dr., Suite 360, Lenexa, KS 66219
93
Wealthminder
score

Scott Pfeifer (CRD# 5650861) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lenexa, KS and has over 8 years of experience in the finance industry.

10
Ryan N. Smarr
CRD#: 4458775
1720 Se Blue Parkway, Lees Summit, MO 64063
93
Wealthminder
score

Ryan Smarr (CRD# 4458775) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lees Summit, MO and has over 16 years of experience in the finance industry.

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