Kc Investment Advisors, LLC

Kc Investment Advisors, LLC (CRD# 114556) is a financial advisory firm headquartered in Wichita, KS. They manage $199,971,876 in 423 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    423
    ACCOUNTS
  • Average Account Value
    $472,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CO, IA, KS, NE, OK, TX

Financial Advisors at Kc Investment Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Blake P. Allen
CRD#: 5187919
1605 N Waterfront Parkway, Suite 200, Wichita, KS 67206
96
Wealthminder
score

Blake Allen (CRD# 5187919) is an Investment Advisor Representative working at Kc Investment Advisors, LLC in Wichita, KS and has over 10 years of experience in the finance industry. Blake Allen 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
Dari M. Basore
CRD#: 4500776
1605 N Waterfront Parkway, Ste 200, Wichita, KS 67206
93
Wealthminder
score

Dari Basore (CRD# 4500776) is an Investment Advisor Representative working at Kc Investment Advisors, LLC in Wichita, KS and has over 14 years of experience in the finance industry.

3
Anthony S. Bell
CRD#: 2812467
816 Campus Dr, Garden City, KS 67846
93
Wealthminder
score

Anthony Bell (CRD# 2812467) is an Investment Advisor Representative working at Kc Investment Advisors, LLC in Garden City, KS and has over 20 years of experience in the finance industry.

4
Megan R. Davis
CRD#: 5486494
1605 N Waterfront Pkwy, Suite 200, Wichita, KS 67206
93
Wealthminder
score

Megan Davis (CRD# 5486494) is an Investment Advisor Representative working at Kc Investment Advisors, LLC in Wichita, KS and has over 7 years of experience in the finance industry.

5
Diana J. Gomez
CRD#: 2210842
1605 N Waterfront Pkwy, Suite 200, Wichita, KS 67206
93
Wealthminder
score

Diana Gomez (CRD# 2210842) is an Investment Advisor Representative working at Kc Investment Advisors, LLC in Wichita, KS and has over 23 years of experience in the finance industry.

6
Sheryl A. Meyer
CRD#: 2997529
1605 N Waterfront Pkwy, Wichita, KS 67206
93
Wealthminder
score

Sheryl Meyer (CRD# 2997529) is an Investment Advisor Representative working at Kc Investment Advisors, LLC in Wichita, KS and has over 17 years of experience in the finance industry.

7
Dayne M. Bacon
CRD#: 6111518
1605 North Waterfront Parkway, Suite 200, Wichita, KS 67206
89
Wealthminder
score

Dayne Bacon (CRD# 6111518) is an Investment Advisor Representative working at Kc Investment Advisors, LLC in Wichita, KS and has over 2 years of experience in the finance industry.

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