Resources Investment Advisors
Resources Investment Advisors (CRD# 106766) is a financial advisory firm headquartered in Overland Park, KS. They manage $24,827,437,613 in 10,021 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management24,827MILLION
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Total Number of Accounts10,021ACCOUNTS
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Average Account Value$2,477,541
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI
Timothy Sallee (CRD# 1947029) is an Investment Advisor Representative in Springfield, MO and has over 26 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 putclients' interests first and comply with the Financial Planning Practice Standards.
John Kapek (CRD# 845764) is an Investment Advisor Representative working at Resources Investment Advisors in Spokane, WA and has over 25 years of experience in the finance industry.
Thomas Alford (CRD# 5698146) is an Investment Advisor Representative working at Resources Investment Advisors in San Diego, CA and has over 9 years of experience in the finance industry.
Darren Burke (CRD# 4789392) is an Investment Advisor Representative working at Resources Investment Advisors in San Diego, CA and has over 14 years of experience in the finance industry. Darren Burke 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.
Robert Carr (CRD# 1673962) is an Investment Advisor Representative working at Resources Investment Advisors in Auburn Hills, MI and has over 31 years of experience in the finance industry. Robert Carr 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.
Timothy Engelhart (CRD# 1066101) is an Investment Advisor Representative working at Resources Investment Advisors in Greenwood Village, CO and has over 27 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.
Michael Esselman (CRD# 5845345) 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.
Matthew Gulseth (CRD# 3061492) is an Investment Advisor Representative working at Resources Investment Advisors in Golden Valley, MN and has over 20 years of experience in the finance industry. Matthew Gulseth 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.
Bradford Harris (CRD# 1013683) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 37 years of experience in the finance industry.
Jennifer Jones (CRD# 4838195) is an Investment Advisor Representative working at Resources Investment Advisors in Troy, MI and has over 14 years of experience in the finance industry. Jennifer Jones 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.