Resources Investment Advisors

Resources Investment Advisors (CRD# 106766) is a financial advisory firm headquartered in Overland Park, KS. They manage $5,653,000,000 in 5,300 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,653
    MILLION
  • Total Number of Accounts
    5,300
    ACCOUNTS
  • Average Account Value
    $1,066,604
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, IA, ID, IL, KS, LA, MI, MN, MO, MT, NC, ND, NE, NV, NY, OH, OK, OR, PR, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Resources Investment Advisors
Showing 1 - 10 of 79 top financial advisors.
1
Timothy T. Sallee
CRD#: 1947029
1650 E. Battlefield, Suite 120, Springfield, MO 65804
103
Wealthminder
score

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.

2
John F. Kapek
CRD#: 845764
221 North Wall St., Suite 438, Spokane, WA 99201
101
Wealthminder
score

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.

3
Robert J. Carr
CRD#: 1673962
3254 University Drive, Suite 190, Auburn Hills, MI 48326
96
Wealthminder
score

Robert Carr (CRD# 1673962) is an Investment Advisor Representative working at Resources Investment Advisors in Auburn Hills, MI and has over 30 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.

4
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 26 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.

5
Michael N. Esselman
CRD#: 5845345
4860 College Blvd., Overland Park, KS 66211
96
Wealthminder
score

Michael Esselman (CRD# 5845345) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 7 years of experience in the finance industry.

6
Matthew J. Gulseth
CRD#: 3061492
7500 Olson Memorial Hwy., Suite 225, Golden Valley, MN 55427
96
Wealthminder
score

Matthew Gulseth (CRD# 3061492) is an Investment Advisor Representative working at Resources Investment Advisors in Golden Valley, MN and has over 19 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.

7
Richard A. Webdell
CRD#: 4428731
4860 College Blvd., Overland Park, KS 66211
96
Wealthminder
score

Richard Webdell (CRD# 4428731) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 16 years of experience in the finance industry. Richard Webdell 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.

8
Carol J. Weems
CRD#: 4654144
601 W. 1st Avenue, Suite 1400, Spokane, WA 99201
96
Wealthminder
score

Carol Weems (CRD# 4654144) is an Investment Advisor Representative working at Resources Investment Advisors in Spokane, WA and has over 14 years of experience in the finance industry. Carol Weems 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.

9
Joshua L. Wolberg
CRD#: 5004871
7500 Olson Memorial Hwy., Suite 225, Golden Valley, MN 55427
96
Wealthminder
score

Joshua Wolberg (CRD# 5004871) is an Investment Advisor Representative working at Resources Investment Advisors in Golden Valley, MN and has over 10 years of experience in the finance industry. Joshua Wolberg 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.

10
David A. Anderson
CRD#: 2233923
3254 University Drive, Suite 190, Auburn Hills, MI 48326
93
Wealthminder
score

David Anderson (CRD# 2233923) is an Investment Advisor Representative working at Resources Investment Advisors in Auburn Hills, MI and has over 25 years of experience in the finance industry.

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