Iti Financial Management

Iti Financial Management (CRD# 152658) is a financial advisory firm headquartered in Springfield, MO. They manage $63,000,000 in 197 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $319,797
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
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.

MO, TX

Financial Advisors at Iti Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Troy E. Kennedy
CRD#: 5744613
4650 S. National Ave, Suite A-1, Springfield, MO 65810
93
Wealthminder
score

Troy Kennedy (CRD# 5744613) is an Investment Advisor Representative working at Iti Financial Management in Springfield, MO and has over 7 years of experience in the finance industry.

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