Providence Financial Advisors, LLC

Providence Financial Advisors, LLC (CRD# 124839) is a financial advisory firm headquartered in Overland Park, KS. They manage $68,080,368 in 202 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $337,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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)
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, MO, TX

Financial Advisors at Providence Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Steven T. Cox
CRD#: 2084626
6240 W. 135th St, Suite 200, Overland Park, KS 66223
101
Wealthminder
score
Steven Cox (CRD# 2084626) is an Investment Advisor Representative working at Providence Financial Advisors, LLC in Olathe, KS and has over 25 years of experience in the finance industry.
2
Mark J. Donaldson
CRD#: 2346627
6240 W 135th Street, Suite 200, Overland Park, KS 66223
96
Wealthminder
score

Mark Donaldson (CRD# 2346627) is an Investment Advisor Representative working at Providence Financial Advisors, LLC in Overland Park, KS and has over 23 years of experience in the finance industry.

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