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 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 registration checks. 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 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Mission, Kansas have an average of 24 years of experience.
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
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
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
CRD# 6119259
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$0
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, Insurance Products & Annuities
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $22,544,205,893 | 149 | 56 | A percentage of AUM, Performance Based |
2 | 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $6,160,320,918 | 17 | 56 | A percentage of AUM, Performance Based |
3 | 1900 Shawnee Mission Parkway,, Suite 315, Mission Woods, KS, 66205 | $1,107,104,194 | 1 | 56 | A percentage of AUM, Performance Based |
4 | 1968 Shawnee Mission Parkway, Suite 200 Mission Woods, KS, 66205 | $445,921,767 | 4 | 10 | A percentage of AUM, Performance Based |
5 | 2001 Shawnee Mission Parkway, Mission Woods, KS, 66205 | $296,810,115 | 3 | 5 | A percentage of AUM, Fixed fees, Performance Based |
6 | 1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS, 66205 | $57,079,182 | 1 | 56 | A percentage of AUM, Performance Based |
QualificationsFirm CRD# 155697
Assets Under Management $22,544,205,893
No. Of Clients149
Clients Per Financial Advisor3
PALMER SQUARE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310321
Assets Under Management $6,160,320,918
No. Of Clients17
Clients Per Financial Advisor0
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306742
Assets Under Management $1,107,104,194
No. Of Clients1
Clients Per Financial Advisor0
PALMER SQUARE BDC ADVISOR LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164294
Assets Under Management $445,921,767
No. Of Clients4
Clients Per Financial Advisor0
GREAT RANGE CAPITAL, LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $446M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155414
Assets Under Management $296,810,115
No. Of Clients3
Clients Per Financial Advisor1
WHETSTONE CAPITAL ADVISORS is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $297M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 324817
Assets Under Management $57,079,182
No. Of Clients1
Clients Per Financial Advisor0
PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $57M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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