Iti Financial Management

Iti Financial Management (CRD# 152658) is a financial advisory firm headquartered in Springfield, MO. They manage $84,000,000 in 233 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4650 S. National Ave, Suite A-1, Springfield, MO 65810
https://www.facebook.com/itifinancialmgt
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $360,515
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Iti Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Troy Kennedy, financial advisor Springfield MO
Troy E. Kennedy
CRD#: 5744613
4650 S. National Ave, Suite A-1, Springfield, MO 65810

Troy Kennedy (CRD# 5744613) is an Investment Advisor Representative working at Iti Financial Management in Springfield, MO and has over 14 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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