Resources Investment Advisors

Resources Investment Advisors (CRD# 106766) is a financial advisory firm headquartered in Overland Park, KS. They manage $64,797,868,905 in 24,874 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    64,798
    MILLION
  • Total Number of Accounts
    24,874
    ACCOUNTS
  • Average Account Value
    $2,605,044
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 pooled investment vehicles (other than investment companies)
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Resources Investment Advisors
Showing 11 - 20 of 228 top financial advisors.
11
Bradley J. Barinsky
CRD#: 6008668
4860 College Blvd., Overland Park, KS 66211

Bradley Barinsky (CRD# 6008668) 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. Bradley Barinsky 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.

12
Mark L. Beaton
CRD#: 5722298
2505 W. Alamo Avenue, Littleton, CO 80120

Mark Beaton (CRD# 5722298) is an Investment Advisor Representative working at Resources Investment Advisors in Littleton, CO and has over 11 years of experience in the finance industry.

13
Jonathan J. Bebe
CRD#: 6432091
Portland, OR

Jonathan Bebe (CRD# 6432091) is an Investment Advisor Representative working at Resources Investment Advisors in Portland, OR and has over 5 years of experience in the finance industry.

14
David S. Beck
CRD#: 5788975
4860 College Blvd., Overland Park, KS 66211

David Beck (CRD# 5788975) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 10 years of experience in the finance industry.

15
Jordan A. Bingham
CRD#: 6725950
4860 College Blvd., Overland Park, KS 66211

Jordan Bingham (CRD# 6725950) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 4 years of experience in the finance industry.

16
Rodney B. Birch
CRD#: 4825552
88 Villa Road, Greenville, SC 29615

Rodney Birch (CRD# 4825552) is an Investment Advisor Representative working at Resources Investment Advisors in Greenville, SC and has over 16 years of experience in the finance industry.

17
Robert E. Bjorseth
CRD#: 3049549
4860 College Blvd., Overland Park, KS 66211

Robert Bjorseth (CRD# 3049549) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 22 years of experience in the finance industry.

18
Daniel R. Blair
CRD#: 4847450
425 S. Cherry St., Suite 720, Denver, CO 80246

Daniel Blair (CRD# 4847450) is an Investment Advisor Representative working at Resources Investment Advisors in Denver, CO and has over 13 years of experience in the finance industry.

19
Ryan M. Bohm
CRD#: 5594607
530 W 465 N, Suite 707, Providence, UT 84332

Ryan Bohm (CRD# 5594607) is an Investment Advisor Representative working at Resources Investment Advisors in Providence, UT and has over 12 years of experience in the finance industry. Ryan Bohm 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.

20
Katrina C. Boucher
CRD#: 5625989
4 West Red Oak Lane, Suite 300, White Plains, NY 10604

Katrina Boucher (CRD# 5625989) is an Investment Advisor Representative working at Resources Investment Advisors in White Plains, NY and has over 12 years of experience in the finance industry.

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