Your Financial Partnership

Your Financial Partnership (CRD# 297089) is a financial advisory firm headquartered in Lees Summit, MO. They manage $6,532,731 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
210 Sw Market St., Suite #209, Lees Summit, MO 64063
https://www.yourfinancialpartnership.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $145,172
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Your Financial Partnership
Showing 1 - 1 of 1 top financial advisors.
1
Dilworth Lyman, financial advisor Lees Summit MO
Dilworth D. Lyman
CRD#: 4686881
210 Sw Market St., Suite #209, Lees Summit, MO 64063

Dilworth Lyman (CRD# 4686881) is an Investment Advisor Representative working at Your Financial Partnership in Lees Summit, MO and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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