Leawood, KS

Investment Advisory Services

AXA Advisors, LLC

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7400 W 129th Street, Suite 700
Overland Park, KS 66213
Map:

Phone: (913) 696-2431

Fax: (913) 696-9604
Email:
Financial planning and consulting.

Website:

www.us.axa.com



Contacts:

Rod Pemberton



Key Words:

Financial Advisors, Insurance - Advisory, Investment Advisory Services

The Commerce Trust Company

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11405 Nall, Ste. 200
Leawood, KS 66211
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Email:
Trust Company/ Investment Management

Website:

www.commercebank.com



Contacts:

Rita Ashley



Key Words:

Investment Advisory Services, Trust Services, Banks & Banking Associations

ETF Portfolio Partners, Inc.

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4831 W. 136th St., Ste. 300
Leawood, KS 66224
Map:

Phone: (913) 851-1100

Fax: (913) 851-9400
Email:
ETF Portfolio Partners, Inc. is a nationally recognized registered investment advisory firm that designs, implements and manages investment portfolios comprised entirely of exchange traded funds.

Website:

www.etfportfoliopartners.com



Contacts:

Alicia Goodman
Emmy Merrill
Debbie Romey
Rich Romey



Key Words:

Financial Services, Financial & Financial Advisors, Investment Advisory Services, Investments

Matt Maciel Financial

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7300 W. 110th St., Ste. 220
Overland Park, KS 66210
Map:
Email:
Website:

mattmaciel.com



Contacts:

Matt Maciel



Key Words:

Financial & Financial Advisors, Insurance - Advisory, Investment Advisory Services

Oppenheimer & Co., Inc.

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10601 Mission Rd. #300
Leawood, KS 66206
Map:

Phone: (913) 383-5100

Fax: (913) 383-5154
Email:
Oppenheimer & Company Inc. provides a full range of wealth management, securities brokerage, capital markets, and investment banking services to high-net-worth individuals, families, corporate executives, businesses, and institutions.

Website:

www.opco.com



Contacts:

Greg Schaff
James Azeltine



Key Words:

Financial & Financial Advisors, Insurance - Annuities, Investment Advisory Services

RBC Wealth Management

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4001 W 114th Street, Ste 200
Leawood, KS 66211
Map:

Phone: (913) 451-3500

Fax: (913) 451-3595
Email:
Managing wealth and financial planning and investments.

Website:

www.rbcwm-usa.com



Contacts:

Mark Borcherding
Stephen Mouse



Key Words:

Stocks & Bonds Brokers, Investment Advisory Services

Tax Favored Benefits, Inc.

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4801 W. 110th St., Ste. 200
Overland Park, KS 66211
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Phone: (913) 648-5526

Fax: (913) 648-6798
Email:
An employee benefits and financial services firm with a history of more than 30 years focusing on the retirement and financial needs of businesses and individuals.

Website:

www.taxfavoredbenefits.com



Contacts:

Michael Badalucco
Gordon Thorn
David B. Wentz
R. David Wentz
Vance Wentz



Key Words:

Employee Benefits & Consultants, Investment Advisory Services, Retirement Planning Services

Wealth Partners Corporation

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7101 College Blvd., Ste. 720
Overland Park, KS 66210
Map:
Email:
Let Steve Hoover, president of The Retirement Pilot and a private pilot himself, put together a retirement plan for you with all the care and accuracy that a great pilot puts into his pre-flight checklist

Website:

www.wealthpartnerskc.com



Contacts:

Steve Hoover



Key Words:

Financial & Financial Advisors, Financial Planning Consultants, Investment Advisory Services, Tax Return Preparation

Wells Fargo Advisors

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7400 W. 130th St., Suite 200
Overland Park, KS 66213
Map:

Phone: (913) 402-5130

Fax: (913) 402-5150
Email:
Investment  advisors specializing in portfolio management for individuals, trusts and retirement plans.

Website:

www.wellsfargoadvisors.com



Key Words:

Investment Advisory Services, Investment Counselors, Stocks & Bonds Brokers

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