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 31 - 40 of 228 top financial advisors.
31
Glenn M. Cassidy
CRD#: 4193108
6960 Magnolia Avenue, Suite 200, Riverside, CA 92506

Glenn Cassidy (CRD# 4193108) is an Investment Advisor Representative working at Resources Investment Advisors in Riverside, CA and has over 15 years of experience in the finance industry.

32
Michael J. Castner
CRD#: 1447618
15615 Alton Parkway, Suite 200, Irvine, CA 92618

Michael Castner (CRD# 1447618) is an Investment Advisor Representative working at Resources Investment Advisors in Irvine, CA and has over 35 years of experience in the finance industry.

33
James L. Cattaneo
CRD#: 1102088
3254 University Drive, Suite 190, Auburn Hills, MI 48326

James Cattaneo (CRD# 1102088) is an Investment Advisor Representative working at Resources Investment Advisors in Auburn Hills, MI and has over 37 years of experience in the finance industry. James Cattaneo 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.

34
Jeffrey N. Chapman
CRD#: 3233206
4860 College Blvd., Overland Park, KS 66211

Jeffrey Chapman (CRD# 3233206) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 21 years of experience in the finance industry.

35
Jason K. Chepenik
CRD#: 2559515
4860 College Blvd., Overland Park, KS 66211

Jason Chepenik (CRD# 2559515) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 26 years of experience in the finance industry. Jason Chepenik 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.

36
Shane P. Christiansen
CRD#: 3002444
6967 South River Gate Drive, Suite 102, Midvale, UT 84047

Shane Christiansen (CRD# 3002444) is an Investment Advisor Representative working at Resources Investment Advisors in Midvale, UT and has over 23 years of experience in the finance industry.

37
Shawna D. Christiansen
CRD#: 5082420
9276 Scranton Road, Suite 550, San Diego, CA 92121

Shawna Christiansen (CRD# 5082420) is an Investment Advisor Representative working at Resources Investment Advisors in San Diego, CA and has over 15 years of experience in the finance industry.

38
Sean M. Ciemiewicz
CRD#: 3086309
288 E Jewett, Suite 400, White Salmon, WA 98672

Sean Ciemiewicz (CRD# 3086309) is an Investment Advisor Representative working at Resources Investment Advisors in White Salmon, WA and has over 22 years of experience in the finance industry.

39
Ross A. Copeland
CRD#: 6105828
4860 College Blvd., Overland Park, KS 66211

Ross Copeland (CRD# 6105828) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 2 years of experience in the finance industry.

40
Javier E. Cordero Conde
CRD#: 3209551
Centro Internacional De Mercadeo, Torre Ii, Suite 602, Guaynabo, PR 00968

Javier Cordero Conde (CRD# 3209551) is an Investment Advisor Representative working at Resources Investment Advisors in Guaynabo, PR and has over 16 years of experience in the finance industry.

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