Advisers in Lees Summit, MO

2 advisers in Lees Summit — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Derks Financial, LLC4959 Ne Goodview Cir, Suite a · Lees Summit, MO 64064 · (816) 795-6614 · % of assets managedCRD 315032 · % of assets · $80.0 million AUMState registeredNo commissions reported Your Financial Partnership210 Sw Market St., Suite #209 · Lees Summit, MO 64063 · (816) 208-8846 · Financial planningCRD 297089 · % of assets, Hourly charges, Fixed fees · $9.2 million AUMState registeredNo commissions reported

Talking to advisers in Lees Summit? 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.