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🤫 Directory · consent-first

Near 64063. Lee's Summit.

24 financial advisors & firms and 7 insurance agents verified near Lee's Summit, MO — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 64063

Capital Investment Management, INC0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $559M AUM

CRD 113917 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Osborne Global Investors, INC.0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $13M AUM

CRD 129128 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lsa Tpm, LLC0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $26M AUM

CRD 150059 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Bright Portfolios, LLC0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $136M AUM

CRD 288605 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Your Financial Partnership0 mi

RIA firm · Lees Summit, MO 64063 · Registered investment adviser · $9M AUM

CRD 297089 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Rise Retirement, LLC0 mi

RIA firm · Lee's Summit, MO 64063 · Registered investment adviser · $72M AUM

CRD 299026 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
QP Financial0 mi

RIA firm · Lees Summit, MO 64063 · Registered investment adviser

CRD 343160 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lakeshore Wealth Management LLC4.4 mi

RIA firm · Lake Lotawana, MO 64086 · Registered investment adviser · $77M AUM

CRD 331324 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Freedom Wealth Advisors, LLC4.5 mi

RIA firm · Lee's Summit, MO 64082 · Registered investment adviser · $104M AUM

CRD 154270 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Strongbox Wealth, LLC4.9 mi

RIA firm · Lee's Summit, MO 64064 · Registered investment adviser · $562M AUM

CRD 304952 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Derks Financial, LLC4.9 mi

RIA firm · Lees Summit, MO 64064 · Registered investment adviser · $80M AUM

CRD 315032 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Equity Wealth Partners, LLC9.9 mi

RIA firm · Independence, MO 64055 · Registered investment adviser · $259M AUM

CRD 317224 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stewardship Capital11.2 mi

RIA firm · Independence, MO 64057 · Registered investment adviser · $168M AUM

CRD 110944 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Bluevine Advice12.2 mi

RIA firm · Kansas City, MO 64131 · Registered investment adviser · $5M AUM

CRD 311530 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cobb Wealth Management, LLC13.3 mi

RIA firm · Kansas City, MO 64145 · Registered investment adviser · $37M AUM

CRD 146147 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sonas Financial Group, INC.13.5 mi

RIA firm · Kansas City, MO 64114 · Registered investment adviser · $150M AUM

CRD 122547 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Schram, Lori13.5 mi

RIA firm · Kansas City, MO 64114 · Registered investment adviser · $8M AUM

CRD 329637 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sarver Vrooman Wealth Advisors LLC13.5 mi

RIA firm · Kansas City, MO 64114 · Registered investment adviser · $452M AUM

CRD 332699 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Heritage Asset Management, LLC13.7 mi

RIA firm · Belton, MO 64012 · Registered investment adviser · $155M AUM

CRD 323344 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Greystone Capital Partners Group LLC14.5 mi

RIA firm · Kansas City, MO 64110 · Registered investment adviser · $101M AUM

CRD 312326 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Twin Robins Capital14.5 mi

RIA firm · Kansas City, MO 64110 · Registered investment adviser · $33M AUM

CRD 329990 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Viawealth, LLC14.6 mi

RIA firm · Leawood, KS 66206 · Registered investment adviser · $261M AUM

CRD 309043 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Casey Hoffman14.7 mi

Advisor · Morgan Stanley · Leawood, KS · Wealth management, Leawood

This is you? Claim itclaimable & removable by its owner
Patrick Aubry14.7 mi

Advisor · Morgan Stanley · Leawood, KS · Wealth management, Leawood

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 64063

Matthew Meyer14.6 mi

Insurance · Farmers · Overland Park, KS 66206 · Home, auto, life in Overland Park

This is you? Claim itclaimable & removable by its owner
Matyra Gieseler15.1 mi

Insurance · State Farm · Leawood, KS 66209 · Home, auto, life in Leawood

This is you? Claim itclaimable & removable by its owner
Tim Thompson15.1 mi

Insurance · State Farm · Leawood, KS 66209 · Home, auto, life in Leawood

This is you? Claim itclaimable & removable by its owner
Michael Baca15.2 mi

Insurance · State Farm · Leawood, KS 66211 · Home, auto, life in Leawood

This is you? Claim itclaimable & removable by its owner
Jourdan Lodge15.9 mi

Insurance · Farmers · Prairie Village, KS 66208 · Home, auto, life in Prairie Village

This is you? Claim itclaimable & removable by its owner
Paul Binner17.7 mi

Insurance · Allstate · Overland Park, KS · Home, auto, life in Overland Park

This is you? Claim itclaimable & removable by its owner
Jeffrey Akright17.7 mi

Insurance · Allstate · Overland Park, KS · Home, auto, life in Overland Park

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Lee's Summit, MO.

  • Kansas City, MO14 mi
  • Leawood, KS15 mi
  • Leawood, KS15 mi
  • Leawood, KS15 mi
  • Kansas City, MO16 mi
  • Prairie Village, KS16 mi
  • Kansas City, MO16 mi
  • Mission, KS17 mi
  • Kansas City, MO17 mi
  • Overland Park, KS17 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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