ChooseAFinancialAdvisor.com
Advisors / Missouri / Independence
41yrs

Eldon Eugene Anderson

Financial advisor at Equity Wealth Partners

Independence, MO 64055CFP®Top advisor by experience at Equity Wealth Partners
Call the officeDirections

At a glance

Experience41 years (since 1985)
How that compares ?Top advisor by experience at Equity Wealth Partners
Office4700 S Cedar Crest Ct, Independence, MO 64055
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Equity Wealth Partners

Financial planningInvestment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination

Career

  1. 2022 – now
    Equity Wealth Partners, LLCCurrent firm
  2. 1995 – 2022
    Ameriprise Financial Services, LLCPreviously

Questions to ask Eldon

Tailored to Eldon’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eldon

How do I contact Eldon?

Call Equity Wealth Partners at 816-373-1068 and ask for Eldon Eugene Anderson. Eldon works from the Independence, MO office.

How long has Eldon been a financial advisor?

Eldon has been in the industry since 1985, about 41 years. Top advisor by experience at Equity Wealth Partners.

What licenses does Eldon hold?

Series 63. Tap any license on this page to see what it allows.

Is Eldon a fiduciary?

Eldon is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Eldon paid?

Equity Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eldon for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Stewardship Capital
44yrs
Ronald Clark Finke
Financial advisor
4200 Little Blue Parkway Suite 650
Independence, MO 64057
Top advisor by experience in Independence
ChFCFiduciary
Call Directions
Stewardship Capital
33yrs
Christopher Sean Walden
Financial advisor
4200 Little Blue Parkway Suite 650
Independence, MO 64057
Top 7% by experience in Independence
CFP®Fiduciary
Call Directions
Cetera Investment Advisers
33yrs
Teresa Jo Steele
Financial advisor
14810 E 42nd St South
Independence, MO 64055
Top 9% by experience in Independence
Fiduciary
Call Directions
Edward Jones
30yrs
Patrick C. Bolger
Financial advisor
2406 South R D Mize Rd Suite A
Independence, MO 64057
Top 5% by experience at Edward Jones
Fiduciary
Call Directions
Equity Wealth Partners
27yrs
Jason Wayne Anderson
Financial advisor
4700 S Cedar Crest Ct
Independence, MO 64055
Top 13% by experience in Independence
Fiduciary
Call Directions
Edward Jones
26yrs
Corey Michael Long
Financial advisor
4200 Little Blue Parkway Suite 450
Independence, MO 64057
Top 10% by experience at Edward Jones
Fiduciary
Call Directions

See all advisors near Independence