Sunesis Advisors, LLC

Sunesis Advisors, LLC (CRD# 159114) is a financial advisory firm headquartered in Overland Park, KS. They manage $693,000,000 in 396 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    693
    MILLION
  • Total Number of Accounts
    396
    ACCOUNTS
  • Average Account Value
    $1,750,000
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
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.

KS

Financial Advisors at Sunesis Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Chad R. Battison
CRD#: 1980515
6750 W 93rd Street, Suite 100, Overland Park, KS 66212
93
Wealthminder
score

Chad Battison (CRD# 1980515) is an Investment Advisor Representative working at Sunesis Advisors, LLC in Overland Park, KS and has over 7 years of experience in the finance industry.

2
Christopher K. Boyd
CRD#: 1778917
6750 W 93rd Street, Suite 100, Overland Park, KS 66212
90
Wealthminder
score

Christopher Boyd (CRD# 1778917) is an Investment Advisor Representative working at Sunesis Advisors, LLC in Overland Park, KS and has 1 year of experience in the finance industry.

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