TOP 10 Best Financial advisor licensing in Overland Park, Kansas

ClearPath Financial Group, located at 9393 West 110th Street in Overland Park, Kansas, is a trusted institution specializing in accounting and finance services. At ClearPath Financial Group, we understand the complexities of tax laws and strive to provide our clients with confidence and compliance in their financial matters. Our team of licensed CPAs are dedicated to offering excellent tax preparation services for individuals, businesses, and organizations. We focus on individual tax preparation, general ledger accounting, payroll services, and small business consulting. With years of experience and expertise, we ensure that your taxes are prepared accurately and efficiently.

Richard A. Fancher, Owner of Fancher Financial Services, is a trusted finance and insurance agency located at 7500 College Boulevard in Overland Park, Kansas. Specializing in Life Insurance, Estate Planning, Group & Individual Health benefits, Richard A. Fancher and Tami S. Duvall are licensed agents through New York Life and other independent insurance companies in Kansas, Florida, Arizona, and Missouri. They also offer securities products and services through NYLIFE Securities LLC. With a focus on personalized service and expertise in financial planning, Fancher Financial Services is dedicated to helping individuals and businesses secure their financial futures. Contact them at (913) 451-9100 for more information.

Jeff Zigmant - State Farm Insurance Agent is a reputable insurance agency located at 9460 Renner Boulevard in Lenexa, Kansas. Specializing in Auto Insurance, Home Insurance, Renter’s Insurance, Life Insurance, Business Insurance, and Financial Services, this agency caters to the needs of residents in Lenexa, Shawnee, Overland Park, Olathe, and surrounding areas. As a State Farm Agent since 2006, Jeff Zigmant is dedicated to providing exceptional service to his clients. With a background in insurance and financial services, Jeff and his team of licensed professionals are committed to helping individuals and small business owners find the right coverage for their specific needs. Whether you are looking for Car Insurance, Homeowners Insurance, Life Insurance, or Commercial Insurance, Jeff Zigmant - State Farm Insurance Agent has you covered.

Capital Resources LLC is a finance institution located at 13200 Metcalf Avenue in Overland Park, Kansas, United States. We specialize in offering loans to captive Allstate agents, providing diverse lending products to ensure all customers have access to affordable and accessible loans. Our dedicated team is committed to investing in the success of our customers, offering personal, professional, and comfortable service from the initial application to the final loan payment. We understand that securing a loan for your insurance agency or financial advisory firm can be a confusing process, which is why we strive to simplify it for you. With our deep understanding of the insurance industry and commitment to offering the best loan products available, we are here to help you achieve your professional goals.

Centerpoint Advisory Services is a finance institution located at 7450 West 130th Street in Overland Park, Kansas. Our team of experts can help you identify the proper investment strategy for your needs. We offer securities through LPL Financial, a member of FINRA/SIPC. Our representative associated with this website is licensed to discuss and transact securities business with residents of Arizona, Colorado, Florida, Illinois, Iowa, Kansas, Michigan, Missouri, Nebraska, New York, North Carolina, Ohio, South Carolina, and Texas. Visit us at Suite 410 or contact us for personalized financial advice.

Infinitas is a finance and law institution located at 10801 Mastin Street in Overland Park, Kansas, United States. Our team of over 25 financial advisors is dedicated to helping you achieve your financial goals and plan for a secure future. Whether you need assistance with wealth transfer, retirement planning, investment management, or business finances, we are here to provide personalized solutions tailored to your needs. At Infinitas, we believe in giving back to our community through our Infinitas Cares program, which supports a variety of philanthropic efforts. Our team participates in volunteer work and charitable giving to make a positive impact on the lives of others.

Robert Boone - Thrivent is a finance institution located at 7270 West 98th Terrace in Overland Park, Kansas, United States. Licensing information can be found through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage further through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed professionals, with only financial advisors credentialed to offer investment advisory services. Visit Thrivent.com for more information on their services and financial advisors.

Brooke Harvey - Thrivent is a finance institution located at 12701 Metcalf Avenue in Overland Park, Kansas, United States. Specializing in financial guidance, meaningful living, and gratitude, Brooke Harvey - Thrivent is licensed in multiple states including CA, IL, KS, MN, MO, NJ, NV, and PA. As a Financial Advisor, Brooke Harvey strives to make the world more accessible to all clients with honesty and integrity at the core of her work. By building relationships and understanding client goals, she aims to provide personalized service. Brooke Harvey - Thrivent goes beyond finances to consider the causes and people that matter most to clients, enabling them to spread generosity and make a greater impact in the world. Licensing information is available through state insurance departments and the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional.

Brandon Shreve - Thrivent is a financial institution located at 7270 West 98th Terrace, Overland Park, Kansas, United States. Licensing is available through the State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. The institution, along with its financial professionals, does not provide legal, accounting, or tax advice. Clients are advised to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which involves a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Only financial advisors are credentialed to provide investment advisory services. For more information about the institution's financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.

Josh Laing - Thrivent is a finance institution located at 12701 Metcalf Avenue, Overland Park, Kansas, United States. As a Financial Advisor in Lees Summit, their goal is to establish an ongoing relationship to assist clients in reaching their financial goals. They believe in providing financial clarity to help individuals live a life of contentment, confidence, and generosity. At Thrivent, money is seen as a tool rather than just a goal. They help clients create a strong financial future by building a solid foundation, working towards savings for retirement, education, and other important purchases, and ensuring loved ones receive financial support. They also focus on tax efficiency to protect and improve every aspect of a financial strategy.

Christopher Smiley - Thrivent is a financial institution located at 12701 Metcalf Avenue in Overland Park, Kansas. With licenses in multiple states including AR, AZ, CA, CO, CT, DE, FL, IA, IL, IN, KS, KY, MI, MO, MT, ND, NE, OK, TN, TX, VA, and WA, Christopher Smiley specializes in providing financial clarity and guidance to military, non-profit, public sector employees, and their families to help them secure their financial goals. As a Market Director for Thrivent, Christopher Smiley leads a team of financial professionals dedicated to helping clients reach their financial objectives. Thrivent offers advice through its Financial Planning Framework and Dedicated Planning Services, with a focus on insurance products, securities, and investment advisory services. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. Visit Thrivent.com for more information on their services and professional designations.

Jim Yanez - Thrivent is a finance institution located at 12701 Metcalf Avenue, Overland Park, Kansas, United States. Licensed in multiple states including FL, IA, KS, MD, MO, NC, NE, TX, our goal is to help you keep your financial plans up to date and focused on what's important to you. When you meet with us, you can expect a respectful agenda and personalized attention to your needs. We offer a complementary initial analysis of your financial situation, followed by recommendations and a Retirement Score. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit our website for more information on our services and professional designations.

Jeff Kroenlein - Thrivent is a financial institution located at 7270 West 98th Terrace, Overland Park, Kansas. They offer licensing for insurance products through the State Insurance Department's website and provide advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are licensed and credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.