Khc Wealth Management

Khc Wealth Management (CRD# 107212) is a financial advisory firm headquartered in Overland Park, KS. They manage $303,306,375 in 1,301 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    1,301
    ACCOUNTS
  • Average Account Value
    $233,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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.

AZ, FL, KS, LA, MO, NE, TX

Financial Advisors at Khc Wealth Management
Showing 1 - 9 of 9 top financial advisors.
1
Stewart S. Koesten
CRD#: 815552
10000 College Blvd., Suite 260, Overland Park, KS 66210
96
Wealthminder
score

Stewart Koesten (CRD# 815552) is an Investment Advisor Representative working at Khc Wealth Management in Overland Park, KS and has over 27 years of experience in the finance industry. Stewart Koesten 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
Matthew D. Starkey
CRD#: 3006500
10000 College Boulevard, Suite 260, Overland Park, KS 66210
96
Wealthminder
score

Matthew Starkey (CRD# 3006500) is an Investment Advisor Representative working at Khc Wealth Management in Overland Park, KS and has over 18 years of experience in the finance industry. Matthew Starkey 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
Jessi L. Sumner
CRD#: 5326985
10000 College Blvd., Suite 260, Overland Park, KS 66210
96
Wealthminder
score

Jessi Sumner (CRD# 5326985) is an Investment Advisor Representative working at Khc Wealth Management in Overland Park, KS and has over 6 years of experience in the finance industry. Jessi Sumner 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
Kevin P. Amey
CRD#: 5611985
10000 College Blvd., Suite 260, Overland Park, KS 66210
93
Wealthminder
score

Kevin Amey (CRD# 5611985) is an Investment Advisor Representative working at Khc Wealth Management in Overland Park, KS and has over 7 years of experience in the finance industry.

5
Joni K. Lindquist
CRD#: 6187849
10000 College Blvd., Suite 260, Overland Park, KS 66210
92
Wealthminder
score

Joni Lindquist (CRD# 6187849) is an Investment Advisor Representative working at Khc Wealth Management in Overland Park, KS and has over 3 years of experience in the finance industry. Joni Lindquist 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.

6
Jamie A. Bosse
CRD#: 4910826
10000 College Blvd., Suite 260, Overland Park, KS 66210
90
Wealthminder
score

Jamie Bosse (CRD# 4910826) is an Investment Advisor Representative working at Khc Wealth Management in Overland Park, KS and has 1 year of experience in the finance industry. Jamie Bosse 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.

7
Lucas J. Bucl
CRD#: 4552413
10000 College Blvd., Suite 260, Overland Park, KS 66210
90
Wealthminder
score

Lucas Bucl (CRD# 4552413) is an Investment Advisor Representative working at Khc Wealth Management in Overland Park, KS and has 1 year of experience in the finance industry. Lucas Bucl 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.

8
Amanda R. Rehmann
CRD#: 5855924
10000 College Blvd., Suite 260, Overland Park, KS 66210
88
Wealthminder
score

Amanda Rehmann (CRD# 5855924) is an Investment Advisor Representative working at Khc Wealth Management in Overland Park, KS and has over 2 years of experience in the finance industry.

9
Melissa D. Ryan
CRD#: 4641984
10000 College Blvd., Suite 260, Overland Park, KS 66210
88
Wealthminder
score

Melissa Ryan (CRD# 4641984) is an Investment Advisor Representative working at Khc Wealth Management in Overland Park, KS and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.