Shadowstone Partners

Shadowstone Partners (CRD# 171952) is a financial advisory firm headquartered in Overland Park, KS. They manage $220,000,000 in 2,678 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    2,678
    ACCOUNTS
  • Average Account Value
    $82,151
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, CT, FL, IL, KS, LA, MO, NC, NE, OK, TN, TX, WA

Financial Advisors at Shadowstone Partners
Showing 1 - 10 of 17 top financial advisors.
1
Jeannine T. Edmonds
CRD#: 2054276
9200 Indian Creek Parkway, Suite 500, Overland Park, KS 66210
96
Wealthminder
score

Jeannine Edmonds (CRD# 2054276) is an Investment Advisor Representative working at Shadowstone Partners in Overland Park, KS and has over 11 years of experience in the finance industry. Jeannine Edmonds 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.

2
Thomas A. Cavaliere
CRD#: 4435562
9200 Indian Creek, Suite 500, Overland Park, KS 66210
93
Wealthminder
score

Thomas Cavaliere (CRD# 4435562) is an Investment Advisor Representative working at Shadowstone Partners in Overland Park, KS and has over 15 years of experience in the finance industry.

3
Jayme J. Grange
CRD#: 5715573
117 South Main Street, El Dorado, KS 67042
93
Wealthminder
score

Jayme Grange (CRD# 5715573) is an Investment Advisor Representative working at Shadowstone Partners in El Dorado, KS and has over 7 years of experience in the finance industry.

4
Bryan J. Hays
CRD#: 5246035
9200 Indian Creek Pkwy Suite 500, Overland Park, KS 66210
93
Wealthminder
score

Bryan Hays (CRD# 5246035) is an Investment Advisor Representative working at Shadowstone Partners in Overland Park, KS and has over 8 years of experience in the finance industry.

5
Donald R. Morse
CRD#: 4556205
9200 Indian Creek Parkway, Suite 500, Overland Park, KS 66210
93
Wealthminder
score

Donald Morse (CRD# 4556205) is an Investment Advisor Representative working at Shadowstone Partners in Overland Park, KS and has over 14 years of experience in the finance industry.

6
Michael A. Osborne
CRD#: 4646718
9200 Indian Creek Parkway, Suite 500, Overland Park, KS 66210
93
Wealthminder
score

Michael Osborne (CRD# 4646718) is an Investment Advisor Representative working at Shadowstone Partners in Overland Park, KS and has over 13 years of experience in the finance industry.

7
Jon Roberts
CRD#: 3227490
12108 Knox Street, Overland Park, KS 66213
93
Wealthminder
score

Jon Roberts (CRD# 3227490) is an Investment Advisor Representative working at Shadowstone Partners in Overland Park, KS and has over 8 years of experience in the finance industry.

8
Seth A. Schumacher
CRD#: 5178312
9393 West 110th Street, Ste 500, Overland Park, KS 66210
93
Wealthminder
score

Seth Schumacher (CRD# 5178312) is an Investment Advisor Representative working at Shadowstone Partners in Overland Park, KS and has over 10 years of experience in the finance industry.

9
James C. Sexton
CRD#: 5747666
1033 North Buckner, Suite 200, Derby, KS 67037
93
Wealthminder
score

James Sexton (CRD# 5747666) is an Investment Advisor Representative working at Shadowstone Partners in Derby, KS and has over 6 years of experience in the finance industry.

10
Mike C. Spencer
CRD#: 2194381
117 South Main Street, El Dorado, KS 67042
93
Wealthminder
score

Mike Spencer (CRD# 2194381) is an Investment Advisor Representative working at Shadowstone Partners in El Dorado, KS and has over 25 years of experience in the finance industry.

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