Resources Investment Advisors

Resources Investment Advisors (CRD# 106766) is a financial advisory firm headquartered in Overland Park, KS. They manage $4,124,219,720 in 3,881 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,124
    MILLION
  • Total Number of Accounts
    3,881
    ACCOUNTS
  • Average Account Value
    $1,062,669
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
  • 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.

AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, MN, MO, ND, NE, OH, OK, TN, TX, VA, WA

Financial Advisors at Resources Investment Advisors
Showing 1 - 10 of 52 top financial advisors.
1
Timothy A. Engelhart
CRD#: 1066101
7400 E Orchard Rd, Ste 3050n, Greenwood Village, CO 80111
96
Wealthminder
score

Timothy Engelhart (CRD# 1066101) is an Investment Advisor Representative working at Resources Investment Advisors in Greenwood Village, CO and has over 25 years of experience in the finance industry. Timothy Engelhart 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
John F. Kapek
CRD#: 845764
221 North Wall St., Suite 438, Spokane, WA 99201
96
Wealthminder
score

John Kapek (CRD# 845764) is an Investment Advisor Representative working at Resources Investment Advisors in Spokane, WA and has over 23 years of experience in the finance industry.

3
William J. Lindsteadt
CRD#: 1162340
3606 Cimarron Plaza, Suite 300, Hastings, NE 68901
96
Wealthminder
score

William Lindsteadt (CRD# 1162340) is an Investment Advisor Representative working at Resources Investment Advisors in Hastings, NE and has over 28 years of experience in the finance industry. William Lindsteadt 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
Timothy T. Sallee
CRD#: 1947029
Springfield, MO
96
Wealthminder
score

Timothy Sallee (CRD# 1947029) is an Investment Advisor Representative working at Resources Investment Advisors in Springfield, MO and has over 25 years of experience in the finance industry. Timothy Sallee 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.

5
Ashley L. Barb
CRD#: 5277360
4860 College Blvd., Overland Park, KS 66211
93
Wealthminder
score

Ashley Barb (CRD# 5277360) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 8 years of experience in the finance industry.

6
James L. Battmer
CRD#: 4791494
4860 College Blvd., Overland Park, KS 66211
93
Wealthminder
score

James Battmer (CRD# 4791494) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 11 years of experience in the finance industry.

7
Mark L. Beaton
CRD#: 5722298
2505 W. Alamo Avenue, Littleton, CO 80120
93
Wealthminder
score

Mark Beaton (CRD# 5722298) is an Investment Advisor Representative working at Resources Investment Advisors in Littleton, CO and has over 6 years of experience in the finance industry.

8
Robert E. Bjorseth
CRD#: 3049549
4860 College Blvd., Overland Park, KS 66211
93
Wealthminder
score

Robert Bjorseth (CRD# 3049549) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 18 years of experience in the finance industry.

9
Michael J. Choi
CRD#: 4470477
3697 Mt. Diablo Blvd., Suite 175, Lafayette, CA 94549
93
Wealthminder
score

Michael Choi (CRD# 4470477) is an Investment Advisor Representative working at Resources Investment Advisors in Lafayette, CA and has over 14 years of experience in the finance industry.

10
John W. Davis
CRD#: 2204799
4860 College Blvd., Overland Park, KS 66211
93
Wealthminder
score

John Davis (CRD# 2204799) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 24 years of experience in the finance industry.

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