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Certified Financial Planners in Shawnee Mission, KS

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Here is a complete list of nearly every local Certified Financial Planners in Shawnee Mission, KS.

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14 results found

Scott Hipp Shawnee Mission, KS

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantIncome Tax PreparerTax PreparerAccounting BookkeeperBookkeeperTax AccountantChairpersonChief Administrative OfficerFinancial ManagerChief ExecutiveCertified Nurse AideNurseNurse PractitionerButlerPersonal Care Aide

Experience & Education

Position:
President at C-JAXN Tax and Accounting Services, President at Lifetime Financial Solutions
Title:
CPA, CFP
Location:
Leawood, Kansas
Industry:
Accounting
Work history:
C-JAXN Tax and Accounting Services - Overland Park, KSPresidentsince Nov 2001Lifetime Financial Solutions - Overland Park, KSPresidentsince Nov 2001

Kevin Petracek Shawnee Mission, KS

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistLawyersCounselorAdvisorCertified Public AccountantAccounting BookkeeperBookkeeperJuris DoctorChairpersonFinancial ManagerChief Executive

Experience & Education

Position:
Estate Planning Attorney at Parman & Easterday
Location:
Leawood, Kansas
Industry:
Law Practice
Work history:
Parman & Easterday Estate Planning Attorneysince Jan 2010Wells Fargo Advisors Regional Wealth Consultant2001 - 2009

Nathan Fiser Shawnee Mission, KS

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor at Fiser Group
Title:
CFP®
Location:
Lenexa, Kansas
Industry:
Financial Services
Work history:
Fiser Group Financial Advisorsince Sep 2004

Mark Howe Kansas City, MO

Professions & Specialties

Portfolio ManagerCertified Financial PlannerInvestment AnalystPuchasing and Estimating ManagerAdvisorRepresentativeFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Client Portfolio Manager & Wealth Strategist, CFP(R) at Bukaty Companies
Title:
Client Portfolio Manager & Wealth Strategist at O'Renick Wealth Management
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Bukaty Companies - Leawood, KSClient Portfolio Manager & Wealth Strategist, CFP(R)since 2012U.S. Trust Portfolio Manager, CFP(R)2010 - 2012

Chris Rafferty Shawnee Mission, KS

Professions & Specialties

Certified Financial PlannerFinancial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerOperations Manager

Experience & Education

Position:
Investment representative at Investments
Title:
CERTIFIED FINANCIAL PLANNER (TM)
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
Investments Investment representativesince Oct 2010AXA Advisors Financial PlannerMar 2007 - Jun 2010
Skills:
Valuation, Financial Modeling, Investments, Mutual Funds, Corporate Finance
Certifications:
Certified Financial Planner (TM)

Richard Vetter Shawnee Mission, KS

Professions & Specialties

Financial PlannerPersonal Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial Manager

Experience & Education

Position:
Owner at Vetter Insurance Services (Sole Proprietorship)
Title:
Vetter Insurance Services
Location:
Shawnee, Kansas
Industry:
Insurance
Work history:
Vetter Insurance Services - Shawnee, KS 66226Ownersince Sep 2004New England Financial - Overland Park, KSFinancial PlannerJan 2002 - Aug 2004

Maria Nelson Shawnee Mission, KS

Professions & Specialties

Financial PlannerCertified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerControllerFinancial AnalystOwnerVice PresidentDirectorChief ExecutiveFinancial ManagerOperations ManagerSupporting MemberApprenticeSecurityBusiness AdministratorTeam MemberBachelor of ScienceAdvertising ProfessionalAdvertising Sales AgentStudent Worker

Experience & Education

Position:
Controller at Front Flip
Location:
Leawood, Kansas
Industry:
Accounting
Work history:
Front Flip - Leawood, KSControllersince Jul 2013Huntington Small Business Solutions Controller | Client ServicesDec 2009 - Jul 2013

Malissa Walden Shawnee Mission, KS

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistLawyersPartnerChief ExecutiveProject ManagersFinancial ManagerCommunity Service ManagerPsychologistGovernment Administration ProfessionalPsychology Specialist

Experience & Education

Position:
Attorney, Partner at Walden & Pfannenstiel, LLC
Title:
Attorney, Partner Walden & Pfannenstiel, LLC; Chapter 7 & Chapter 13 Bankruptcy; Advance Directive; NonProbate Transfers
Location:
Lenexa, Kansas
Industry:
Law Practice
Work history:
Walden & Pfannenstiel, LLC Attorney, Partnersince Oct 2009SRS - State of Kansas Attorney IISep 2008 - Oct 2009
Skills:
Bankruptcy, Chapter 7, Chapter 13, Consumer Bankruptcy, Debtors, Estate Planning, Wills, Powers of...

Bob Zoller Shawnee Mission, KS

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFounderChairpersonFounding MemberChief ExecutiveSales AgentSales RepresentativeFinancial ManagerOperations ManagerBusiness AdministratorMaster of Business AdministrationBachelor of ScienceProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Wicketball
Founder/president
Company:
Healthcare solutions - Lenexa, KS
Independent sales rep

Skills

Startups, Negotiation, Sales, Business Strategy, Product Development, Marketing Strategy, Business...

Amy Covitz Kansas City, MO

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerLawyerPartnerChief ExecutiveFinancial ManagerJuris DoctorAnalystsSurvey Researcher

Experience & Education

Position:
Partner at Covitz and Zaman, LLP, Partner at Ricks Kansas City, LLC
Title:
Attorney, Covitz and Zaman, LLP
Location:
Kansas City, Missouri Area
Industry:
Legal Services
Work history:
Covitz and Zaman, LLP - Overland Park, KSPartnersince Apr 2013Ricks Kansas City, LLC - Overland Park,KSPartnersince Jan 2012
CFP certificate

Ryan Swartz Shawnee Mission, KS

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Location:
Leawood, Kansas
Industry:
Investment Management
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards, Inc.

Brian Farrell Egralharve, IA

Professions & Specialties

Financial ConsultantCertified Financial PlannerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerChief Brand OfficerChief ExecutiveFinancial ManagerConsumer Goods ProfessionalCommodities ClerkProduction ManagerRetail SalespersonTeam MemberAccounting BookkeeperBookkeeper

Experience & Education

Position:
Product / Brand Manager at Pure Fishing
Location:
Spirit Lake, Iowa
Industry:
Consumer Goods
Work history:
Pure Fishing - Spirit Lake, IAProduct / Brand Managersince Oct 2012Merrill Lynch - Leawood, KSFinancial AdvisorOct 2010 - May 2012
Skills:
Product Management, Financial Analysis, Retail Sales Analysis, Pricing Strategy, Marketing Plan...

Brice Lowe Wichita, KS

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPartnerChief Administrative OfficerChief ExecutiveFinancial ManagerSales PersonInside Sales RepresentativeSales Representative

Experience & Education

Position:
Financial Advisor, Moser Lowe Financial Group – Stifel Nicolaus at Stifel Financial Corp.
Title:
Financial Advisor
Location:
Wichita, Kansas
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Wichita, KSFinancial Advisor, Moser Lowe Financial Group – Stifel Nicolaussince Mar 2011Perceptive Software - Shawnee, KSInside Sales RepresentativeJan 2010 - Mar 2011
CFP

Thomas Tillery Atlanta, GA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentArbitratorAdvocateRefereeJudgeJuristLegal CounselVice PresidentChief Information OfficerDirector of Quality ControlChief ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersCompliance ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisor

Experience & Education

Position:
Arbitrator at FINRA, Vice President / CCO at Paraklete Financial, Inc., Vice President at Financial ...
Title:
Comprehensive Fee-Only Financial Planner
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
FINRA Arbitratorsince Dec 2006Paraklete Financial, Inc. - Kennesaw, GAVice President / CCOsince Nov 2005
Skills:
Estate Planning, Retirement Planning, Strategic Financial Planning, Retirement, Financial Planners, ...
Certified Financial Planner


Certified Financial Planners near Shawnee Mission, KS03468102136170Kansas CityOverland ParkOlathe



Certified Financial Planners around Shawnee Mission, KS

Kansas City  (170)
Olathe  (5)
Overland Park  (30)

Certified Financial Planners in Kansas

Sub-specializations