Wealth Management Firms Derby KS

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Derby, KS. We have compiled a list of businesses and services around Derby, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Kedre Mellor
Capital WealthCare Advisors, L.C.
(316) 440-4772
10333 E. 21st Street N., Suite 301
Wichita, KS
Expertises
High Net Worth Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. Jon Marvin Lewis, CFP®
(316) 777-0780
1214 N Rock Rd Ste A
Mulvane, KS
Firm
Edward Jones Investments
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Paul F. Rosell, CFP®
(316) 644-9768
2111 S Rosalie St
Wichita, KS
Firm
Rosell Retirement Services

Data Provided By:
Mr. Matthew C. Huhnke, CFP®
(316) 652-7005
1861 N Rock Rd Ste 100
Wichita, KS
Firm
Waddell & Reed

Data Provided By:
Mr. Timothy P Milford, CFP®
(316) 928-4237
1635 N Waterfront Pkwy Ste 150
Wichita, KS
Firm
LPL Financial
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Ariel Jordan Lee, CFP®
(316) 788-2165
624 N Mulberry Rd
Derby, KS
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Brent D. Thummel, CFP®
(316) 683-8400
9415 E. Harry
Wichita, KS
Firm
AXA Advisors, LLC

Data Provided By:
Matthew J. Thiessen, CFP®
(316) 425-5812
13111 E 21st St N
Wichita, KS
Firm
Cornerstone Financial LLC

Data Provided By:
William May, CFP®
(316) 265-4605
1635 N Waterfront Pkwy Ste 250
Wichita, KS
Firm
New England Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Planning, Retirement Planning

Data Provided By:
Mr. Shane J. Prill, CFP®
(316) 636-2223
1223 N Rock Rd
Wichita, KS
Firm
Raymond James Financial Serv
Areas of Specialization
Estate Planning, General Financial Planning, Insurance Planning, Investment Planning, Retirement Income Management, Retirement Planning, Wealth Management

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874