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).
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Total Assets Under Management5,653MILLION
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Total Number of Accounts5,300ACCOUNTS
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Average Account Value$1,066,604
- 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, 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
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 24 years of experience in the finance industry.
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.
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.
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.
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.
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.
Carol Weems (CRD# 4654144) is an Investment Advisor Representative working at Resources Investment Advisors in Spokane, WA and has over 15 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.
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.
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.