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Financial Consultants in Shawnee Mission, KS

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144 results found

Mark Schaffer Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Pastoral Worker • Volunteer • Clergy • Non-Profit • Psychologist • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Financial Services
Title:
Finance Professional
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
Financial Services - Lee's Summit, MOFinancial Advisorsince Oct 2011New Testament Baptist Church - Ocala, FLPastorMay 2002 - Jul 2011
Full Profile

Michael Fitkin Shawnee Mission, KS

Professions & Specialties

Banker • Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Account Manager • Partner • Chief Executive • Marketing Manager • Training and Coaching Professional • Professional Development Teacher • Customer Service • Client Service Officer • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Regional Account Manager at SkillPath Corporate Strategies
Location:
Mission, Kansas
Industry:
Professional Training & Coaching
Work history:
SkillPath Corporate Strategies Regional Account Managersince Feb 2013U.S. Bank - Independence, MOPersonal BankerAug 2011 - Dec 2012
Full Profile

Allen Pickett Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Director of Business Development • Marketing Director • Operations Manager • Business Development Manager • Area Sales Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Regional Sales Consultant • Entrepreneur • Area Manager • Managers • Software Developer • Computer Software Professional • Database Administration Professional • Database Administrator • Software Developers • Master of Business Administration • Bachelor of Science • High School Diploma • Human Resources Specialist • Recruitment

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Merrill Lynch - Leawood, KSFinancial Advisorsince Jun 2012RAE Enterprises - Kansas CityPartnerJul 2010 - Jun 2012
Skills:
Direct Sales, Sales Management, Sales Process, Salesforce.com, Account Management, SaaS, B2B,...
Full Profile

Dan Berry Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Teller • Master of Business Administration • Bachelor of Arts • Baker • Chief Executive

Experience & Education

Position:
Financial Advisor at The Boulder group
Title:
Experienced Lending Professional
Location:
Lenexa, Kansas
Industry:
Banking
Work history:
The Boulder group Financial AdvisorBanking Professional - Lenexa KSCommercial LendingMar 2011 - Aug 2011
Full Profile

Laura Horen Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Managers • Massage Therapist • Massage Therapy

Experience & Education

Work

Company:
Saint-luke's hospital - Kansas City, MO
Boc mastectomy fitter
Company:
Saint-luke's northland hospital - Kansas City, MO
Financial counselor

Skills

Microsoft Office 2010, Excel, Citrix, interpersonal and organizational communication, excellent...
Full Profile

Brad Reed Shawnee Mission, KS

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Brokerage Clerk • Chairperson • President and Owner • Chief Executive • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Project Managers • Managers • Consumer Goods Professional • Commodities Clerk • Information Technology Specialist • IT Specialist • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Sports Trainers

Experience & Education

Position:
President and Owner at Brad Reed Investment Success, RIA Registered Investment Advisor and...
Title:
President at Brad Reed Investment Success - helping people achieve their financial dreams http://BradReedIS.com
Location:
Lenexa, Kansas
Industry:
Financial Services
Work history:
Brad Reed Investment Success - http://BradReedIS.comPresident and Ownersince Jun 2013Retirement Resources Inc - Overland Park, KansasRIA Registered Investment Advisor and Portfolio Manager for IncomeNOWsince Jun 2013
Skills:
Lean Manufacturing, Six Sigma, DMAIC, Investments, Stock Trading, Stock Market, Dividends,...
Languages:
Spanish
../or connecting someone with a competent financial advisor
Full Profile

Jared Gudenkauf Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Treasurer • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Treasurer at Financial Planning Association of Kansas City, Vice President & Senior Financial...
Title:
Vice President & Senior Financial Advisor at Merrill Lynch
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Financial Planning Association of Kansas City Treasurersince Jan 2013Merrill Lynch - Leawood, KSVice President & Senior Financial Advisorsince Feb 2011
Skills:
Team Leadership, Retirement Planning, Retirement, Series 7, Wealth Management, Leadership,...
Full Profile

Louis Stein Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Teller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Bachelor of Arts • Master of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Student Worker • Financial Officer

Experience & Education

Position:
Financial Advisor at Prudential Financial, Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Prudential
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Prudential Financial Financial Advisorsince Aug 2013Morgan Stanley Wealth Management - Leawood, KSFinancial Advisorsince Jul 2012
Certifications:
series 7
series 63
Full Profile

David Gibbin Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Principal at ManagementofCreativeassets.com
Title:
Principal at Management of Creative Assets
Location:
Mission, Kansas
Industry:
Marketing and Advertising
Work history:
ManagementofCreativeassets.com - Shawnee Mission KansasPrincipalsince Feb 2010Kornitzer Capital Management, Inc. Financial ConsultantAug 2007 - Feb 2010
Skills:
Small Business, Marketing Strategy, Business Strategy, Business Planning, Investments, Digital...
Full Profile

Dawn Potts Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
-Financial Advisor at Lawing Financial Inc.
Title:
Financial Advisor
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
Lawing Financial Inc. -Financial Advisorsince Oct 2006Blue valley Schools Teacher2000 - 2006
Full Profile

Brady Mattison Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
U.s. bank
In-store banker
Company:
Edward jones
Financial advisor
Full Profile

Steve Minshull Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Partner • Director • Vice President • Vice President of Sales • Chief Executive • Marketing Manager • Operations Manager • Sales Manager • Supervisor • Managers • Account Service Manager • Client Service Officer • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Financial Advisor at Merrill Lynch Global Wealth Management
Location:
Kansas City, Missouri Area
Industry:
Marketing and Advertising
Work history:
Merrill Lynch Global Wealth Management - Leawood, KSFinancial Advisorsince Jan 2012Morgan Stanley Smith Barney - Overland Park, KSFinancial AdvisorJan 2010 - Jan 2012
Full Profile

Justin Golden Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Hair Stylist • Hairdresser • Automobile Detailer • Automobile Mechanic • Automotive Specialist • Automotive Professional • Bookkeeper

Experience & Education

Position:
President/Owner at Palladium Motorsports, LLC, Financial Advisor at Barber Financial Group
Title:
Owner at Palladium Motorsports
Location:
Kansas City, Missouri Area
Industry:
Automotive
Work history:
Palladium Motorsports, LLC - Kansas CityPresident/Ownersince Mar 2010Barber Financial Group - Lenexa, KSFinancial Advisorsince Feb 2011
Skills:
Retirement Planning, Wealth Management, Investments, Social Media, Series 7, Series 63, Asset...
Full Profile

E Flanigan Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative

Experience & Education

Work

Company:
Credit union west
Financial advisor servicing the investment
Company:
Wells fargo investments
Financial consultant dealing primarily
Full Profile

Luke Ulrich Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Customer Service • Client Service Officer • Bachelor of Science • Business Administrator • Chief Executive • Project Managers • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Merrill Lynch - 3401 College Blvd Leawood KS 66211Financial Advisorsince May 2012J.P. Morgan Retirement Plan SpecialistFeb 2011 - May 2012
Languages:
Spanish
Full Profile

R Barnes Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk

Experience & Education

Work

Company:
Valic financial advisors
Financial advisor
Company:
Jpmorgan retirement plan services - Kansas City, MO
Retirement investment sales
Full Profile

Grant Edmunds Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Educator • Education Professional • Instructor • Advisor • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Financial Advisor at Legacy Investment Partners LLC
Title:
Legacy Investment Partners LLC
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
Legacy Investment Partners LLC - Leawood, KansasFinancial Advisorsince Jun 2013State Street Summer InternFeb 2012 - Aug 2012
Full Profile

David Wagner Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Operations Manager

Experience & Education

Work

Company:
Vinco partners, llc
Controller | financial consultant
Company:
Oram material handling systems, inc - Kansas City, KS
Controller |cfo
Full Profile

Brian Rees Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Shop Manager • Sales Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Title:
Financial Advisor
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
Merrill Lynch - Leawood, KansasFinancial AdvisorAug 2011 - Dec 2012Prudential Financial - Overland ParkFinancial AdvisorJan 2009 - Aug 2011
Skills:
Investments, Portfolio Management, Finance, Series 7, Retirement Planning, Mutual Funds, Series 63, ...
Full Profile

George Weaver Kansas City, MO

Professions & Specialties

Financial Consultant • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Author • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematician

Experience & Education

Position:
Author & Financial Consultant at Kenowk Capital Funding Inc
Title:
Financial consultant at Kenowk Capital Funding Inc
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Kenowk Capital Funding Inc Author & Financial Consultantsince Jan 2000Homestead Financial Mortgage LLC - Leawood, KSSenior Loan OfficerMar 2011 - Nov 2012
Full Profile

David Crupper Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Clergy

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Overland Park, KSFinancial Advisorsince Feb 2012VALIC Financial AdvisorMar 2011 - Feb 2012
Full Profile

Erica Massman Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Supervisor • Managers • Manager • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Wealth Manager / CEO at Index Wealth Advisors, LLC
Title:
Fee-Only Investment Advisor
Location:
Kansas City, Missouri Area
Industry:
Investment Management
Work history:
Index Wealth Advisors, LLC - 5330 College Boulevard, Leawood, KS 66211Wealth Manager / CEOsince May 2001Waddell & Reed District Supervisor2001 - 2005
..its clients and a fee-only independent financial advisor that provides wealth management..
Full Profile

David Dwyer Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Oct 2008First Investors Corporation Financial AdvisorJul 2005 - Sep 2008
Full Profile

Brock Mcclain Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Representative

Experience & Education

Position:
Investment Advisor Representative at ING Financial Partners
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
ING Financial Partners Investment Advisor Representativesince Jul 2010Investment Planners Financial AdvisorJul 2009 - Jul 2010
Full Profile

Brian Brewer Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Hospital Care Professional • Health Professional • Health Practitioner • Analyst • Advisor • Analysts • Groundskeeping Worker

Experience & Education

Position:
Director of Finance at Heartland Health Laboratory
Location:
Lenexa, Kansas
Industry:
Hospital & Health Care
Work history:
Heartland Health Laboratory - Lenexa, KSDirector of Financesince Jun 2013Prosperity Advisory Group Portfolio Analyst/Financial AdvisorMay 2008 - Jun 2013
Full Profile

Sean Lenz Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Logistician • Logistics Supply Chain Professional

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, Sr. Truckload Coverage Specialist, Truckload Coach at...
Title:
Financial Advisor at Wells Fargo Advisors
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Kansas City, MO-Country Club PlazaFinancial Advisorsince Aug 2013Freightquote Sr. Truckload Coverage Specialist, Truckload Coachsince Aug 2012
Full Profile

Bill Kanaga Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Chief Executive • Operations Manager

Experience & Education

Position:
Trust & Investment Officer at CoreFirst Bank & Trust
Title:
Trust & Investment Officer
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
CoreFirst Bank & Trust - 12220 State Line Road Leawood, KansasTrust & Investment Officersince Feb 2011UBS - Leawood, KansasFinancial Advisor2006 - Feb 2011
Full Profile

Bryan Hays Shawnee Mission, KS

Professions & Specialties

Financial Planner • Financial Services Professional • Financial Consultant • Financial Management Analyst • Financial Services Sales Agent • Manager • Operations Manager

Experience & Education

Position:
Financial Planner, Financial Advisor and Financial Services Representative at Metlife Midwest...
Location:
Shawnee, Kansas
Industry:
Investment Management
Work history:
Metlife Midwest Associates - Overland Park, KSFinancial Planner, Financial Advisor and Financial Services Representativesince Sep 2008Sherwin-Williams Paints Ops Manager2004 - 2008
Full Profile

Wayne Harlan Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc., Advanced Financial Advisor at Ameriprise...
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 4550 W 109th Street Suite 200 Overland Park, KS 66211Financial Advisorsince Jan 2002Ameriprise Financial Advanced Financial Advisorsince 2001
Full Profile

Dan Kitts Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Partner • Chief Executive • Computer Network Professional • Linux Administrator • Java Developer • Network Administrator • Systems Administrator • Computer Systems Administrator • Software Developer • Software Developers • Security • Microsoft Certified Solutions Expert • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Account Executive at Centriq Training
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Centriq Training - Leawood, KSAccount Executivesince Jan 2012Edward Jones - Overland ParkFinancial AdvisorOct 2010 - Jul 2011
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Ava Thomas Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bank Examiner • Financial Compliance Examiner • Auditor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Bank auditor at HSH Financial Consulting
Title:
Financial Consultant HSH Financial Consulting
Location:
Kansas City, Missouri Area
Industry:
Banking
Work history:
HSH Financial Consulting Bank auditorsince Feb 2012Heartland Bank - Leawood KSAVP Branch ManagerJan 2007 - Feb 2012
Full Profile

Ernie Collyer Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President - Owner at Collyer and Associates
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Collyer and Associates - Leawood, KSPresident - Ownersince Jan 1996Farmers Insurance Insurance AgentDec 1972 - Sep 1998
I am an independent financial advisor
Full Profile

Luke Scott Kansas City, MO

Professions & Specialties

Financial Consultant • Loan Administrator • Financial Services Professional • Financial Services Sales Agent • Credit Manager • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Renaissance Financial
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Renaissance Financial - Leawood, KSFinancial Advisorsince Jun 2010University National Bank - Lawrence, Kansas AreaLoan AdministratorAug 2004 - Apr 2010
Full Profile

Kristie Svejda Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Oppenheimer & Co.
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
Oppenheimer & Co. - Leawood, KSFinancial Advisorsince Mar 1999
Full Profile

Lori Harrison Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Marketing Director • Chief Executive • Interpreter • Wellness and Fitness • Language Specialist • Commodities Clerk

Experience & Education

Position:
Marketing Director at Roy B. Harrison Financial Counselor, Interpreter at JVS, Independent...
Title:
Marketing Director at Roy B. Harrison Financial Counselor
Location:
Kansas City, Missouri Area
Industry:
Health, Wellness and Fitness
Work history:
Roy B. Harrison Financial Counselor - Leawood, KSMarketing Directorsince Aug 2009JVS Interpretersince Aug 2009
Skills:
Training & Development, Spanish, Product Marketing, International Marketing, International...
Full Profile

Ryan Antes Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Senior Financial Advisor at Merrill Lynch Wealth Management
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Senior Financial Advisorsince Aug 2007
Languages:
English
Certifications:
Chartered Retirement Planning Counselor, College For Financial Planning
Full Profile

Cameron Smith Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Managers • Account Service Manager • Client Service Officer • Customer Service • Sales Executive • Sales Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Entrepreneur
Location:
Kansas City, Missouri Area
Industry:
Restaurants
Work history:
Merrill Lynch - Leawood, KSFinancial AdvisorSep 2011 - Dec 2012Sporting Kansas City Account ExecutiveOct 2010 - Sep 2011
Full Profile

Nate Goodman Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Advisor at GTRUST Financial Partners
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
GTRUST Financial Partners - Overland Park, KSAssistant Advisorsince Jun 2011Renaissance Financial - Leawood, KSFinancial AdvisorAug 2009 - Jun 2011
Full Profile

Paul Ward Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at McInnes Wealth Management
Title:
Financial Advisor with McInnes Wealth Management
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
McInnes Wealth Management Financial Advisorsince May 2012Ameriprise Financial Services Inc. Financial AdvisorJun 2006 - May 2012
Full Profile

Nathan Fiser Shawnee Mission, KS

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial 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
Full Profile

Michael Maroon Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Pastoral Worker • Clergy • Psychologist • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor with Edward Jones
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Edward Jones - 14323 Metcalf Avenue in Overland Park, KSFinancial Advisorsince Feb 2011Church of the Resurrection - Leawood, KSPastorDec 2008 - Mar 2011
Full Profile

Andrew Hoffman Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bank Examiner • Financial Compliance Examiner • Auditor • Examiner • Inspector • Commissioner • Mediator • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Financial Examiner at Office of the State Bank Commissioner
Title:
Bank Examiner
Location:
Kansas City, Missouri Area
Industry:
Banking
Work history:
Office of the State Bank Commissioner - Lenexa, KSSenior Financial Examinersince Jan 2009HighPointe Financial Group, LLC Financial AdvisorJul 2007 - Jan 2009
Skills:
Loans, Credit, Banking, Finance, Strategic Financial Planning, Credit Analysis, Credit Risk,...
Full Profile

Michael Luzenske Overland Park, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Sales Manager • Sales Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Human Resources Specialist • Recruitment • Sports Trainer • Sports Trainers

Experience & Education

Position:
Director of Sales at Perkins, Smart, & Boyd
Location:
Overland Park, Kansas
Industry:
Financial Services
Work history:
Perkins, Smart, & Boyd - Shawnee Mission, KsDirector of Salessince Aug 2013V Wealth Managemnt - Overland Park, KsSr. Financial Advisor2010 - Aug 2013
Full Profile

Scott Schloegel Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Financial Advisor at Renaissance Financial
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Renaissance Financial - Leawood, KSFinancial Advisorsince Aug 2013Premier Financial Partners - Kansas City, Missouri AreaFinancial Advisor AssistantJan 2012 - Jan 2013
Full Profile

Clinton Edenfield Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Manager • Sales Manager • Sales Director • Operations Manager • Area Manager • Managers • Region Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Brilliant impressions
Sales manager
Company:
Edward jones - Shawnee, KS
Financial advisor
Full Profile

Mike Ensminger Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Freight Broker • Logistician • Sales Representative • Logistics Supply Chain Professional

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Overland Park, KSFinancial Advisorsince Apr 2013Freightquote.com - Lenexa, KSFreight BrokerJul 2011 - Apr 2013
Full Profile

Andy Massieon Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Compass Financial Resources, LLC
Location:
Lenexa, Kansas
Industry:
Financial Services
Work history:
Compass Financial Resources, LLC Financial Advisorsince Jun 1993
Skills:
Retirement Planning, Wealth Management, Retirement, Fixed Annuities, Mutual Funds, Pensions,...
Full Profile

John Kopecky Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Vice President • Chief Executive • Corporate Executive

Experience & Education

Work

Company:
Liberty bank
Chief financial officer
Company:
Kopecky consulting, llc
Financial consultant
Full Profile

Peter Taranovich Shawnee Mission, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Baron bmw - Merriam, KS
Finance manager
Company:
Merrill lynch global wealth management - Kansas City, MO
Financial advisor

Skills

Proven success in sales, both over the phone and face to face. Proven leader. Very enthusiastic and ...
Full Profile

Josh Wright Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor / Vice President at World Class Financial
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
World Class Financial - Leawood, KSFinancial Advisor / Vice Presidentsince Nov 2007Symphonic Financial - Leawood, KSFinancial AdvisorSep 2005 - Nov 2007
Full Profile


Financial Consultants near Shawnee Mission, KS04284126168210Kansas CityOverland ParkOlathe