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 21 - 30 of 228 top financial advisors.
21
Gregory R. Bremer
CRD#: 4695268
4860 College Blvd., Overland Park, KS 66211

Gregory Bremer (CRD# 4695268) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 17 years of experience in the finance industry.

22
Darren J. Burke
CRD#: 4789392
9276 Scranton Road, Suite 550, San Diego, CA 92122

Darren Burke (CRD# 4789392) is an Investment Advisor Representative working at Resources Investment Advisors in San Diego, CA and has over 16 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.

23
William J. Butcher
CRD#: 6983183
1616 Moonraker Dr., Milton, FL 32583

William Butcher (CRD# 6983183) is an Investment Advisor Representative working at Resources Investment Advisors in Milton, FL and has over 2 years of experience in the finance industry.

24
Mary S. Caballero
CRD#: 4784661
4860 College Blvd., Overland Park, KS 66211

Mary Caballero (CRD# 4784661) 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.

25
William J. Caldwell
CRD#: 38376
15615 Alton Parkway, Suite 200, Irvine, CA 92618

William Caldwell (CRD# 38376) is an Investment Advisor Representative working at Resources Investment Advisors in Irvine, CA and has over 23 years of experience in the finance industry.

26
Katie P. Calpin
CRD#: 6017127
Four West Red Oak Lane, Suite 300, White Plains, NY 10604

Katie Calpin (CRD# 6017127) is an Investment Advisor Representative working at Resources Investment Advisors in White Plains, NY and has over 9 years of experience in the finance industry.

27
Eric C. Carlson
CRD#: 6148345
6960 Magnolia Avenue, Suite 200, Riverside, CA 92506

Eric Carlson (CRD# 6148345) is an Investment Advisor Representative working at Resources Investment Advisors in Riverside, CA and has over 7 years of experience in the finance industry.

28
James A. Carmichael
CRD#: 5855207
4635 Southwest Freeway, Suite 755, Houston, TX 77027

James Carmichael (CRD# 5855207) is an Investment Advisor Representative working at Resources Investment Advisors in Houston, TX and has over 7 years of experience in the finance industry.

29
Robert J. Carr
CRD#: 1673962
3254 University Drive, Suite 190, Auburn Hills, MI 48326

Robert Carr (CRD# 1673962) is an Investment Advisor Representative working at Resources Investment Advisors in Auburn Hills, MI and has over 33 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.

30
Daniel R. Casella
CRD#: 3092169
4 West Red Oak Lane, Suite 300, White Plains, NY 10604

Daniel Casella (CRD# 3092169) is an Investment Advisor Representative working at Resources Investment Advisors in White Plains, NY and has over 18 years of experience in the finance industry.

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