Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Mission has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Mission, Kansas have an average of 22 years of experience.
Alex Petrovic
CFP®
Petrovic Financial Services
Qualifications
CRD# 4934721
Firm CRD# 273039
Series 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Flat Fee, Based on Assets
Alec Bethurum
Sterneck Capital
Qualifications
CRD# 3197498
Firm CRD# 11111
Series 65
Minimum Assets Required
$500,000
Not Specified.
Not Specified
Bryan Hays
nVision Wealth
Qualifications
CRD# 5246035
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Based on Assets
Donald Clark
CFP®
Personal Financial Group - LPL Financial
Qualifications
CRD# 2139602
Firm CRD# 6413
Series 7, 24, 53, 63, 65
Minimum Assets Required
$25,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Commissions, Based on Assets
James Claiborne
CLU®, CFS, ChFC®
Financial Partners Group
Qualifications
CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63
Minimum Assets Required
Not Specified
Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Joe Harrish
Prime Capital Investment Advisors
Qualifications
CRD# 4734166
Firm CRD# 288712
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Fee-Only
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | COLUMBIA CAPITAL MANAGEMENT, LLC 6700 Antioch, Suite 250 Merriam, KS, 66204 | $1,391,084,759 | 74 | 15 | A Percentage of AUM, Fixed Fees |
2 | DEMARCHE 6700 Antioch Road, Suite 420 Merriam, KS, 66204-1497 | $169,845,773 | 21 | 27 | A Percentage of AUM, Fixed Fees |
3 | CCM NEW OPPORTUNITIES, LLC 6700 Antioch, Suite 250 Merriam, KS, 66204 | $1,237,641 | 2 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | DEMARCHE 6700 Antioch Road, Suite 420 Merriam, KS, 66204-1497 | $0 | 0 | 27 | Hourly charges, Fixed Fees |
QualificationsFirm CRD# 112773
Assets Under Management $1,391,084,759
No. Of Clients74
Clients Per Financial Advisor5
COLUMBIA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Merriam, Kansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 74 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145851
Assets Under Management $169,845,773
No. Of Clients21
Clients Per Financial Advisor1
DEMARCHE is a financial advisory firm situated in Merriam, Kansas. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 301887
Assets Under Management $1,237,641
No. Of Clients2
Clients Per Financial Advisor1
CCM NEW OPPORTUNITIES, LLC is a financial advisory firm situated in Merriam, Kansas. With a nearly $1M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105500
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
DEMARCHE is a financial advisory firm situated in Merriam, Kansas. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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