Cambridge Investment Research Advisors
46yrs
Top advisor by experience in Lee's Summit
Financial advisors in Lee's Summit, MO
Looking for a financial advisor in Lee's Summit, MO? We list 62 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
62Advisors with offices here
18Median years of experience
92%Fiduciary advisors?
31Firms represented
Largest firms here: Osaic Wealth, Inc. (5), Capital Investment Management, Inc. (5), LPL Financial LLC (4).
LPL Financial
44yrs
Top 1% by experience in Missouri
Mercury Capital Management
43yrs
Top 1% by experience in Missouri
First American Financial Advisors
43yrs
Top 2% by experience in Missouri
Capital Investment Management
39yrs
Top advisor by experience at Capital Investment Management
Freedom Wealth Advisors
37yrs
Top advisor by experience at Freedom Wealth Advisors
Freedom Wealth Advisors
37yrs
Top 6% by experience in Missouri
LPL Financial
35yrs
Top 7% by experience in Missouri
Osaic Wealth
35yrs
Top 7% by experience in Missouri
Strongbox Wealth
33yrs
Charles Sherwood Cooper III
Financial advisor
3470 NE Ralph Powell Road Suite A
Lee's Summit, MO 64064
Lee's Summit, MO 64064
Top 9% by experience in Missouri
Osaic Wealth
33yrs
Top 9% by experience in Missouri
ON Investment Management
29yrs
Top 15% by experience in Missouri
Strongbox Wealth
28yrs
Top 16% by experience in Missouri
Focus Partners Wealth
28yrs
Top 15% by experience at Focus Partners Wealth
Osborne Global Investors
28yrs
Top 17% by experience in Missouri
Capital Investment Management
27yrs
Top 18% by experience in Missouri
Edelman Financial Engines
27yrs
Kelly Elizabeth Van Deusen
Financial advisor
200 Northeast Missouri Road Suite 200
Lee's Summit, MO 64086
Lee's Summit, MO 64086
Top 16% by experience at Edelman Financial Engines
Nextgen Wealth
25yrs
Top 24% by experience in Missouri
Freedom Wealth Advisors
25yrs
Top 25% by experience in Missouri
Edward Jones
24yrs
Top 15% by experience at Edward Jones
Oak Road Wealth Management
23yrs
More experience than 73% of advisors in Missouri
Wealth Enhancement Advisory Services
23yrs
More experience than 72% of advisors in Missouri
State Farm Investment Management
22yrs
More experience than 74% of advisors at State Farm Investment Management
LPL Financial
22yrs
More experience than 69% of advisors in Missouri
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.