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).
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Total Assets Under Management4,124MILLION
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Total Number of Accounts3,881ACCOUNTS
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Average Account Value$1,062,669
- 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)
AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, MN, MO, ND, NE, OH, OK, TN, TX, VA, WA
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.
John Kapek (CRD# 845764) is an Investment Advisor Representative working at Resources Investment Advisors in Spokane, WA and has over 24 years of experience in the finance industry.
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.
Timothy Sallee (CRD# 1947029) is an Investment Advisor Representative working at Resources Investment Advisors 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Ashley Barb (CRD# 5277360) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 9 years of experience in the finance industry.
James Battmer (CRD# 4791494) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 12 years of experience in the finance industry.
Mark Beaton (CRD# 5722298) is an Investment Advisor Representative working at Resources Investment Advisors in Littleton, CO and has over 7 years of experience in the finance industry.
Robert Bjorseth (CRD# 3049549) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 19 years of experience in the finance industry.
Michael Choi (CRD# 4470477) is an Investment Advisor Representative working at Resources Investment Advisors in Lafayette, CA and has over 15 years of experience in the finance industry.
John Davis (CRD# 2204799) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 25 years of experience in the finance industry.