Membership Directory

Financial Planning Consultants & Services


Profile

Affinity Asset Management

www.affinityasset.com

13220 Metcalf Avenue, Suite 220
Overland Park, KS 66213
Map

913-381-4800
Fax: 913-381-4804
Email: amy@affinityasset.com

  • Financial Planning Consultants & Services
  • Retirement Planning Services

Profile

American Century Investments

www.americancentury.com

4500 Main Street
Kansas City, MO 64111-7709
Map

816-531-5575

  • Retirement Planning Services
  • Investments
  • Financial Planning Consultants & Services
  • Financial Services
  • Wealth Management

Profile

Engage Advisors

www.engageadvisors.com

7285 West 132nd Street, Suite 140
Overland Park, KS 66213
Map

913-681-9155
Fax: 913-674-4631
Email: ryan@engageadvisors.com

  • Wealth Management
  • Financial Planning Consultants & Services

Profile

Fortune Financial Advisors, LLC

Fortune Financial Advisors, LLC

www.fortunefinancialadvisors.com

2019 Leadership Circle Sponsor

11600 College Boulevard, Suite 225
Overland Park, KS 66210-2799
Map

913-393-0038
Fax: 913-239-0317
Email: david.freisner@fortuneadv.com

  • Wealth Management
  • Financial Planning Consultants & Services
  • Retirement Planning Services

Profile

Hadel Financial

www.hadelfinancial.com

11900 College Boulevard, Suite 320
Overland Park, KS 66210
Map

913-262-2020
Email: andrew@hadelfinancialsolutions.com

  • Financial Planning Consultants & Services
  • Estate Planning

Profile

HighPointe Financial Group, LLC

www.highpointefinancial.com

10975 Benson Drive, Suite 350
Overland Park, KS 66210-2130
Map

913-234-0300
Fax: 913-234-0330
Email: clilley@financialguide.com

  • Financial Planning Consultants & Services
  • Insurance Consultants and Analysts

Profile

Infinitas Coordinated Wealth Counsel

www.infinitaskc.com

10801 Mastin Boulevard, Suite 370
Overland Park, KS 66210
Map

913-563-7300
Email: michelle@infinitaskc.com

  • Financial Planning Consultants & Services
  • Financial Services

Profile

Mariner Holdings

www.mariner-holdings.com

5700 West 112th Street, Suite 500
Overland Park, KS 66211
Map

913-904-5700

  • Financial Planning Consultants & Services
  • Financial Services

Profile

Overland Park Wealth Management

www.opwealthmanagement.com

7300 West 110th Street, Suite 700
Overland Park, KS 66210
Map

913-721-6796
Email: brad@opwealthmanagement.com

  • Financial Planning Consultants & Services
  • Investments

Profile

Principal Financial Group

www.principal.com/businesscenter/kansascity/

7300 West 110th Street, Suite 220
Overland Park, KS 66210
Map

913-317-6611
Fax: 913-317-6622
Email: wolfgram.dawn@principal.com

  • Financial Services
  • Financial Planning Consultants & Services

Profile

WaterFront Wealth

www.waterfrontadvisors.com

6711 West 121st Street, Suite 200
Overland Park, KS 66209
Map

913-951-5800
Fax: 913-951-5809
Email: roger.ratzlaff@wfwealth.com

  • Financial Planning Consultants & Services

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