Nuance Investments, LLC

Nuance Investments, LLC (CRD# 148534) is a financial advisory firm headquartered in Kansas City, MO. They manage $913,545,839 in 664 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    914
    MILLION
  • Total Number of Accounts
    664
    ACCOUNTS
  • Average Account Value
    $1,375,822
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Nuance Investments, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Rositsa A. Esenberg
CRD#: 5263334
4900 Main Street, Suite 220, Kansas City, MO 64112
93
Wealthminder
score

Rositsa Esenberg (CRD# 5263334) is an Investment Advisor Representative working at Nuance Investments, LLC in Kansas City, MO and has over 10 years of experience in the finance industry.

2
Paul T. Gillespie
CRD#: 4752094
6000 Poplar Avenue, Suite 250, Memphis, TN 38119
93
Wealthminder
score

Paul Gillespie (CRD# 4752094) is an Investment Advisor Representative working at Nuance Investments, LLC in Memphis, TN and has over 12 years of experience in the finance industry.

3
Chad M. Baumler
CRD#: 5157956
4900 Main Street, Suite 220, Kansas City, MO 64112
90
Wealthminder
score

Chad Baumler (CRD# 5157956) is an Investment Advisor Representative working at Nuance Investments, LLC in Kansas City, MO and has 1 year of experience in the finance industry.

4
Sarah M. Lee
CRD#: 5905049
4900 Main Street, Suite 220, Kansas City, MO 64112
90
Wealthminder
score

Sarah Lee (CRD# 5905049) is an Investment Advisor Representative working at Nuance Investments, LLC in Kansas City, MO and has over 5 years of experience in the finance industry.

5
Jennifer L. McBee
CRD#: 5003762
4900 Main Street, Suite 220, Kansas City, MO 64112
90
Wealthminder
score

Jennifer McBee (CRD# 5003762) is an Investment Advisor Representative working at Nuance Investments, LLC in Kansas City, MO and has over 12 years of experience in the finance industry.

6
Scott A. Moore
CRD#: 2090637
4900 Main Street, Suite 220, Kansas City, MO 64112
90
Wealthminder
score

Scott Moore (CRD# 2090637) is an Investment Advisor Representative working at Nuance Investments, LLC in Kansas City, MO and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.