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).
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Total Assets Under Management154MILLION
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Total Number of Accounts771ACCOUNTS
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Average Account Value$200,240
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CO, FL, IL, KS, LA, MO, NE, NV, TX
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.
James Mader (CRD# 2673129) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 21 years of experience in the finance industry.
Michael Batsell (CRD# 1149539) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Leander, TX and has over 16 years of experience in the finance industry.
Daniel Kennedy (CRD# 5786069) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 7 years of experience in the finance industry.
John Martin (CRD# 1070144) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 19 years of experience in the finance industry.
Lawrence Martin (CRD# 4531018) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Valley Falls, KS and has over 14 years of experience in the finance industry.
Matthew Stevens (CRD# 725155) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 36 years of experience in the finance industry.
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.
George Shannon (CRD# 710581) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 30 years of experience in the finance industry.