Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Planners in Kansas

Financial Planners in Overland Park, KS

Find a professional & check records

Here is a complete directory of nearly all available Financial Planners in Overland Park, KS.

The Trustoria Directory provides everyone with all the information needed to know the most qualified person for any need.

Be sure to search other towns near Overland Park, KS to get the histories of more service providers.

20 results found

Jerry Holmes Overland Park, KS

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Chief Executive • Mathematician • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Collection Manager at Frontier Community Credit Union
Title:
Collection Professional
Location:
Overland Park, Kansas
Industry:
Banking
Work history:
Frontier Community Credit Union - Leavenworth, KsCollection Managersince Dec 2010AXA Advisors Financial PlannerJun 2008 - Dec 2010
Full Profile

Ryan Peck Kansas City, MO

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Managing Member • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Planner and Managing Member at 3GenWealth LLC at Ryan Peck
Title:
Financial Planner and Managing Member at 3GenWealth LLC
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Ryan Peck - Overland Park, KSFinancial Planner and Managing Member at 3GenWealth LLCsince 2009Apple Inc. Account Executive2008 - 2009
Full Profile

Pamela Zschoche Kansas City, MO

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Position:
Financial Planner at Prosperity Advisory Group, Financial Planner at Zschoche Financial Planning,...
Title:
CERTIFIED FINANCIAL PLANNER(TM)at Zschoche Financial Planning
Location:
Kansas City, Missouri Area
Industry:
Investment Management
Work history:
Prosperity Advisory Group Financial Plannersince 2006Zschoche Financial Planning - 10955 Lowell, Suite 1007, Overland Park, KS 66210Financial Plannersince Mar 2000
Full Profile

Larissa Grantham Kansas City, MO

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Stepp & Rothwell, Inc.
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Stepp & Rothwell, Inc. - Overland Park, KSFinancial Plannersince Jan 2001
Certifications:
Certified Financial Planner, CFP Board of Standards, Inc.
Full Profile

Mike Loughran Kansas City, MO

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Tax Preparer • Certified Public Accountant • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Ask a Tax Expert at Intuit, Accountant, Tax Preparer, Financial Planner at Mike Loughran, CPA
Title:
Ask a Tax Expert at Intuit
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Intuit - Overland Park, KSAsk a Tax Expertsince Jan 2012Mike Loughran, CPA - Overland Park, KSAccountant, Tax Preparer, Financial Plannersince Jan 2011
Full Profile

Anais Mate Overland Park, KS

Professions & Specialties

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

Experience & Education

Work

Company:
Walmart home office
Pricing manager iii
Company:
Walmart home office - Bentonville, AR
Financial planner

Skills

Financial acumen, management, merchandising
Full Profile

Sara Sides Overland Park, KS

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Licensed Practical Nurse • Certified Nurse Practitioner • Nurse Practitioner

Experience & Education

Work

Company:
Jts technology solutions - Overland Park, KS
Financial planner
Company:
Papillion manor - Papillion, NE
Lpn
Full Profile

Lucas Bucl Kansas City, MO

Professions & Specialties

Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Apprentice • Business Administrator • Counselor Education Professor • Educational Counselor • Student Worker

Experience & Education

Position:
Wealth Manager at KHC Wealth Management Services, Member at Financial Planning Assocation
Title:
We built our firm around the philosophy “Making Life Count!®”
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
KHC Wealth Management Services - Overland Park, KSWealth Managersince Oct 2010Financial Planning Assocation Membersince 2003
Full Profile

Jay Watts Overland Park, KS

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Vice President • Executive Vice President • Partner • Chief Executive • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Annuity Marketing at Great Plains Annuity & Life Marketing
Title:
at Great Plains Annuity & Life Marketing
Location:
Overland Park, Kansas
Industry:
Insurance
Work history:
Great Plains Annuity & Life Marketing - Overland Park, KSAnnuity Marketingsince Apr 2010Ideal Producer's Group - Overland Park, KSSenior Sales AdvisorJan 2007 - Apr 2010
Certifications:
Kansas Life, Health, Annuity Insurance Agent License, Kansas Department of Insurance
Full Profile

Aaron Miller Overland Park, KS

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Planner • Financial Management Analyst • Certified Nurse Aide • Nurse • Nurse Practitioner • Business Administrator • Analysts • Team Member • Bachelor of Science • General Education • Logistician • Sales Representative • Operations Manager

Experience & Education

Position:
PNW/CIF Export Trader at Agrex, Inc.
Location:
Overland Park, Kansas
Industry:
Import and Export
Work history:
Agrex, Inc. - Overland Park, KansasPNW/CIF Export Tradersince Nov 2011CGB Enterprises - Greater St. Louis AreaGrain MerchandiserMay 2010 - May 2012
Skills:
Barge and Vessel Logistics, Origination, CIF Trading
Full Profile

Jason Gibbens Kansas City, MO

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Business Administrator • Client Service Officer • Bachelor of Science • Business Development Manager • Operations Manager • Customer Service

Experience & Education

Position:
Insurance Account Manager at State Farm Insurance Harlan Parker Insurance Agency
Title:
Business Development Professional
Location:
Kansas City, Missouri Area
Industry:
Insurance
Work history:
State Farm Insurance Harlan Parker Insurance Agency - Harlan Parker Insurance AgencyInsurance Account Managersince Dec 2011Creative Marketing, Inc. Life Sales DevelopmentMar 2008 - Dec 2011
Full Profile

Christopher Cokinis Overland Park, KS

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Director of Quality Control • Chief Executive • Compliance Manager • Compliance Officer • Bank Examiner • Financial Compliance Examiner • Auditor • Corporate Executive • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
Vsr financial services, inc.
Vice president and chief compliance officer
Company:
Argentus partners, llc - Dallas, TX
Senior v/p and chief compliance officer
Full Profile

Lori Holtmeier Overland Park, KS

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Inside Sales Representative • Client Service Officer • Sales Representative • Customer Service • Marketing Manager • Marketing Administrator • Bachelor of Science • Materials Specialist • Managers • Administrative Associate • Administrative Clerk • Clerical Specialist • Team Member • Logistician

Experience & Education

Work

Company:
Nidec motor company
Inside sales representative
Company:
Office team - St. Louis, MO
Customer service representative - emerson motors
Full Profile

Sack Khensisana Overland Park, KS

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Team Leader • Operations Manager • Business Administrator • Druggist • Pharmacist

Experience & Education

Work

Company:
Iron mountain
Record center coordinator
Company:
Hendrick (superior) chevrolet - Merriam, KS
Service team lead

Skills

MS Office Software (Word, PowerPoint, Excel, and Outlook), 55 wpm
Full Profile

Bruce Peterson Overland Park, KS

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Model • Counselor • Advisor • Account Service Manager • Sales Representative • Sales Agent • Client Service Officer • Bachelor of Science • Vice President • Chief Executive • Customer Service

Experience & Education

Work

Company:
Self employed
Http://careerimages.com/model.asp?modelid=19
Company:
Central bancompany - investorservices inc
Financial and retirement planning consultant
Full Profile

Dirtha Campbell Overland Park, KS

Professions & Specialties

Mortgage Broker • Mortgage Specialist • Loan Officers • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Certified Nurse Aide • Nurse • Nurse Practitioner • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Work:
Diamond Residential Mortgage/Flagstar
Overland Park, KS
(913) 787-2184 (Phone)
Interests:
Reading- political non-fiction books, body building, speed bike riding, and Autism Speaks Volunteer.
About:
I have a BBA in Economic and Finance from Pitt. I was a series 7 licenced Stock Broker and...
..a series 7 licenced Stock Broker and Financial Planner for in Seattle Wa for 7 years pr..
Full Profile

Carol Chartrand Overland Park, KS

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Chairperson • Chief Executive • Bachelor of Science • Property Manager • Real Estate Manager

Experience & Education

Work:
Overland Park, KS
(913) 661-8575 (Phone)
About:
In today's complicated and fast-paced market, you need a full-time real estate professional guiding ...
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

Richard Vetter Shawnee Mission, KS

Professions & Specialties

Financial Planner • Personal Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial 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
Full Profile

Cheryl Tomandl Midlothian, VA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Professional • Advertising Sales Agent • Manager • Operations Manager • Sports Trainer • Sports Trainers • Board Member • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Volunteer • Leadership Think Tank • Business Administrator • Planner • Analysts • Bachelor of Science • Bachelor of Business Administration • Wellness and Fitness

Experience & Education

Position:
Manager at Send Out Cards
Title:
Relationship Marketing Specialist, SendOutCards
Location:
Midlothian, Virginia
Industry:
Marketing and Advertising
Work history:
Send Out Cards - Midlothian, VAManagersince Mar 2011Curves for Women - Richmond, VAManager, Circuit Coach2007 - 2011
Skills:
Appreciation Marketing, Creating Effective Greeting Cards, Creating Card Campaigns, Organizational, ...
Financial Planner at Reimer & Koger
Full Profile

Financial Planners near Overland Park, KS0246Kansas CityOlatheGardnerPaola


Financial Planners around Overland Park, KS

Gardner  (1)
Kansas City  (100)
Kansas City  (2)
Olathe  (6)
Paola  (1)

Financial Planners in Kansas

Sub-specializations

Financial Planner  (20)