Sound Stewardship, LLC

Sound Stewardship, LLC (CRD# 129755) is a financial advisory firm headquartered in Overland Park, KS. They manage $88,208,000 in 545 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    545
    ACCOUNTS
  • Average Account Value
    $161,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

IA, KS, MO, TX

Financial Advisors at Sound Stewardship, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Matthew J. Syverson
CRD#: 4262528
7300 College Boulevard, Suite 175, Overland Park, KS 66210
96
Wealthminder
score

Matthew Syverson (CRD# 4262528) is an Investment Advisor Representative working at Sound Stewardship, LLC in Overland Park, KS and has over 16 years of experience in the finance industry. Matthew Syverson 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
Ambra S. Leibach
CRD#: 5625827
7300 College Boulevard, Suite 175, Overland Park, KS 66210
93
Wealthminder
score

Ambra Leibach (CRD# 5625827) is an Investment Advisor Representative working at Sound Stewardship, LLC in Overland Park, KS and has over 7 years of experience in the finance industry.

3
Jonathan D. Harrison
CRD#: 6448789
7300 College Boulevard, Suite 175, Overland Park, KS 66210
90
Wealthminder
score

Jonathan Harrison (CRD# 6448789) is an Investment Advisor Representative working at Sound Stewardship, LLC in Overland Park, KS and has 1 year of experience in the finance industry. Jonathan Harrison 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.

4
Joel V. Reimer
CRD#: 6234449
7300 College Boulevard, Suite 175, Overland Park, KS 66210
89
Wealthminder
score

Joel Reimer (CRD# 6234449) is an Investment Advisor Representative working at Sound Stewardship, LLC in Overland Park, KS and has over 3 years of experience in the finance industry. Joel Reimer 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.

5
Derek R. Hensley
CRD#: 6553962
7300 College Boulevard, Suite 175, Overland Park, KS 66210
87
Wealthminder
score

Derek Hensley (CRD# 6553962) is an Investment Advisor Representative working at Sound Stewardship, LLC in Overland Park, KS and has 1 year of experience in the finance industry.

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