Mader & Shannon Wealth Management

Mader & Shannon Wealth Management (CRD# 123741) is a financial advisory firm headquartered in Kansas City, MO. They manage $235,566,946 in 394 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    236
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $597,886
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, NH, NV, TX

Financial Advisors at Mader & Shannon Wealth Management
Showing 1 - 10 of 11 top financial advisors.
1
Michael L. Batsell
CRD#: 1149539
Leander, TX

Michael Batsell (CRD# 1149539) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Leander, TX and has over 20 years of experience in the finance industry.

2
Taylor A. Graham
CRD#: 6716460
4717 Grand Ave., Ste 800, Kansas City, MO 64112

Taylor Graham (CRD# 6716460) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 3 years of experience in the finance industry.

3
Bret A. Guillaume
CRD#: 4704575
4505 Madison Avenue, Kansas City, MO 64111

Bret Guillaume (CRD# 4704575) 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. 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.

4
Austin G. Harrison
CRD#: 6709291
4717 Grand Ave., Ste 800, Kansas City, MO 64112

Austin Harrison (CRD# 6709291) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 5 years of experience in the finance industry.

5
Daniel B. Kennedy
CRD#: 5786069
4505 Madison Avenue, Kansas City, MO 64111

Daniel Kennedy (CRD# 5786069) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 12 years of experience in the finance industry.

6
James W. Mader
CRD#: 2673129
4505 Madison Avenue, Kansas City, MO 64111

James Mader (CRD# 2673129) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 26 years of experience in the finance industry.

7
John R. Martin
CRD#: 1070144
4717 Grand Ave., Ste 800, Kansas City, MO 64112

John Martin (CRD# 1070144) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 24 years of experience in the finance industry.

8
Lawrence A. Martin
CRD#: 4531018
Valley Falls, KS

Lawrence Martin (CRD# 4531018) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Valley Falls, KS and has over 19 years of experience in the finance industry.

9
Kyle A. Sanders
CRD#: 6560241
4717 Grand Ave., Ste 800, Kansas City, MO 64112

Kyle Sanders (CRD# 6560241) 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.

10
Matthew W. Stevens
CRD#: 725155
4717 Grand Ave., Ste 800, Kansas City, MO 64112

Matthew Stevens (CRD# 725155) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 41 years of experience in the finance industry.

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