Lewer Financial Advisors, LLC

Lewer Financial Advisors, LLC (CRD# 165381) is a financial advisory firm headquartered in Kansas City, MO. They manage $9,900,000 in 55 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $180,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

KS, LA, MO, TX

Financial Advisors at Lewer Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kevin L. Keleher
CRD#: 1339537
4534 Wornall Road, Kansas City, MO 64111
96
Wealthminder
score

Kevin Keleher (CRD# 1339537) is an Investment Advisor Representative working at Lewer Financial Advisors, LLC in Kansas City, MO and has over 21 years of experience in the finance industry.

2
Michael D. Lewer
CRD#: 308414
4534 Wornall Road, Kansas City, MO 64111
93
Wealthminder
score

Michael Lewer (CRD# 308414) is an Investment Advisor Representative working at Lewer Financial Advisors, LLC in Kansas City, MO and has over 20 years of experience in the finance industry.

3
Gregory Addison
CRD#: 6114482
4534 Wornall Road, Kansas City, MO 64111
90
Wealthminder
score

Gregory Addison (CRD# 6114482) is an Investment Advisor Representative working at Lewer Financial Advisors, LLC in Kansas City, MO and has over 3 years of experience in the finance industry.

4
Jeremy E. Wassmer
CRD#: 6651904
4534 Wornall Road, Kansas City, MO 64111
90
Wealthminder
score

Jeremy Wassmer (CRD# 6651904) is an Investment Advisor Representative working at Lewer Financial Advisors, LLC in Kansas City, MO and has 1 year of experience in the finance industry.

5
Jack Kynion
CRD#: 6255861
4534 Wornall Road, Kansas City, MO 64111
89
Wealthminder
score

Jack Kynion (CRD# 6255861) is an Investment Advisor Representative working at Lewer Financial Advisors, LLC in Kansas City, MO and has over 3 years of experience in the finance industry.

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