Mader & Shannon Wealth Management

Mader & Shannon Wealth Management (CRD# 123741) is a financial advisory firm headquartered in Kansas City, MO. They manage $154,384,886 in 771 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    771
    ACCOUNTS
  • Average Account Value
    $200,240
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
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, CO, FL, IL, KS, LA, MO, NE, NV, TX

Financial Advisors at Mader & Shannon Wealth Management
Showing 1 - 9 of 9 top financial advisors.
1
Bret A. Guillaume
CRD#: 4704575
4505 Madison Avenue, Kansas City, MO 64111
96
Wealthminder
score

Bret Guillaume (CRD# 4704575) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 13 years of experience in the finance industry. Bret Guillaume 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
James W. Mader
CRD#: 2673129
4505 Madison Avenue, Kansas City, MO 64111
96
Wealthminder
score

James Mader (CRD# 2673129) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 20 years of experience in the finance industry.

3
Michael L. Batsell
CRD#: 1149539
Leander, TX
93
Wealthminder
score

Michael Batsell (CRD# 1149539) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Leander, TX and has over 15 years of experience in the finance industry.

4
Daniel B. Kennedy
CRD#: 5786069
4505 Madison Avenue, Kansas City, MO 64111
93
Wealthminder
score

Daniel Kennedy (CRD# 5786069) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 6 years of experience in the finance industry.

5
John R. Martin
CRD#: 1070144
4505 Madison Avenue, Kansas City, MO 64111
93
Wealthminder
score

John Martin (CRD# 1070144) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 18 years of experience in the finance industry.

6
Lawrence A. Martin
CRD#: 4531018
Valley Falls, KS
93
Wealthminder
score

Lawrence Martin (CRD# 4531018) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Valley Falls, KS and has over 13 years of experience in the finance industry.

7
Matthew W. Stevens
CRD#: 725155
4505 Madison Avenue, Kansas City, MO 64111
93
Wealthminder
score

Matthew Stevens (CRD# 725155) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 35 years of experience in the finance industry.

8
Kyle A. Sanders
CRD#: 6560241
4505 Madison Avenue, Kansas City, MO 64111
87
Wealthminder
score

Kyle Sanders (CRD# 6560241) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has 1 year of experience in the finance industry.

9
George R. Shannon
CRD#: 710581
4505 Madison Avenue, Kansas City, MO 64111
58
Wealthminder
score

George Shannon (CRD# 710581) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 29 years of experience in the finance industry.

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