Communityamerica Financial Solutions, LLC

Communityamerica Financial Solutions, LLC (CRD# 168203) is a financial advisory firm headquartered in Lenexa, KS. They manage $100,669,013 in 726 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    726
    ACCOUNTS
  • Average Account Value
    $138,663
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, MO, TX

Financial Advisors at Communityamerica Financial Solutions, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Rance J. Carlson, CFP®, MBA
CRD#: 5110433
9777 Ridge Drive, Lenexa, KS 66219
103
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.
2
Scott C. Adams
CRD#: 2279746
9777 Ridge Dr., Suite 360, Lenexa, KS 66219
96
Wealthminder
score

Scott Adams (CRD# 2279746) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lenexa, KS and has over 22 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.

3
Heath T. Burch
CRD#: 4218865
9777 Ridge Dr., Suite 360, Lenexa, KS 66219
96
Wealthminder
score

Heath Burch (CRD# 4218865) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lenexa, KS and has over 16 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.

4
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 32 years of experience in the finance industry.

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 7 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 8 years of experience in the finance industry.

7
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 10 years of experience in the finance industry.

8
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 7 years of experience in the finance industry.

9
Todd C. Salzman
CRD#: 5870282
9777 Ridge Dr., Suite 360, Lenexa, KS 66219
93
Wealthminder
score

Todd Salzman (CRD# 5870282) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lenexa, KS and has over 5 years of experience in the finance industry.

10
Kristi E. Straw
CRD#: 5582773
9777 Ridge Dr., Suite 360, Lenexa, KS 66219
93
Wealthminder
score

Kristi Straw (CRD# 5582773) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lenexa, KS and has over 7 years of experience in the finance industry.

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