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 11 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 15 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 21 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 8 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 24 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 18 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 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.