Advisers in Lenexa, KS

3 advisers in Lenexa — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Challenge Everything Financial LLC10000 Marshall Dr · Lenexa, KS 66215 · (913) 404-9002 · Financial planningCRD 324193 · Hourly charges, Fixed fees, Other · $3.1 million AUMState registeredNo commissions reported Copper Financial9777 Ridge Drive, Suite 360 · Lenexa, KS 66219 · (913) 905-3600 · Financial planningCRD 168203 · % of assets, Hourly charges, Fixed fees · $410.7 million AUMSEC registeredNo commissions reported Dogwood Wealth Management, LLC8813 Penrose Ln, Suite 350 · Lenexa, KS 66219 · (913) 232-2900 · Financial planningCRD 317580 · % of assets, Fixed fees · $257.2 million AUMSEC registeredNo commissions reported

Talking to advisers in Lenexa? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.