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Below is the list of Top 30 Investment Management Companies in Overland Park ranked based on company size, client reviews, services, and awards.
Industry: Investment Management
Location: Overland Park, Kansas
Website: ivyinvestments.com
Company Founded: 1937
Company Size: 1001-5000
Company Address: 6300 Lamar Avenue, Overland Park, Kansas, United States
Ivy Investments Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Keri Westland | Talent Acquisition Business Partner | |||
Jason Bush | Insurance Investment Associate | |||
Bernie Colson | Global Equity Analyst | |||
Scott Kasper | Director Business Development | |||
William Johnson | Performance Analyst | |||
William Donohue | Regional Vice President | |||
David Crupper | Regional Consultant |
Industry: Investment Management
Location: Overland Park, Kansas
Website: fciadvisors.com
Company Founded: 1966
Company Size: 51-200
Company Address: 5901 College Boulevard, Overland Park, Kansas, United States
Fci Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Scott Sollars | Senior Vice President And Portfolio Manager | |||
Stuart Berkley | Senior Vice President, Portfolio Manager | |||
Peter Greig | Co-cio Fixed Income And Senior Vice President | |||
Emily West | Vice President, Portfolio Manager | |||
Brian Perott | Managing Director, Core Equity Group | |||
Sara Mikkelsen | Senior Business Analyst | |||
William Koehler | President And Chief Executive Officer |
Industry: Investment Management
Location: Overland Park, Kansas
Website: paragoncap.com
Company Founded: 1998
Company Size: 11-50
Company Address: 9200 Indian Creek Parkway, Overland Park, Kansas, United States
Paragon Capital Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Craig Novorr | President And Chief Information Officer | |||
Gene Pal | Wealth Advisor And Planner | |||
Howard Jacobson | President | |||
Shannon Yarbrough | Operations Specialist | |||
Rich Heidemann | Senior Analyst | |||
Elizabeth Mcleod | Principal | |||
Dorothy Boehr | Compliance Consultant |
Industry: Investment Management
Location: Overland Park, Kansas
Website: prosperityworks.com
Company Founded: 1989
Company Size: 11-50
Company Address: 10955 Lowell Avenue, Overland Park, Kansas, United States
Prosperity Advisory Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Trudy Hurley | Service First Representative | |||
Mark Carnes | Cfp | |||
Stasha Case | Senior Customer Service Representative For Financial Planning Firm | |||
Glenda Christopherson | Owner, Chief Operating Officer | |||
Scott Sirois | Director Information Technology | |||
Mba-im Kelly Stiefel Arias | Financial Advisor | |||
Sara Stebbins | Analyst Team Manager |
Industry: Investment Management
Location: Overland Park, Kansas
Website: legacykc.com
Company Founded: 2000
Company Size: 1-10
Company Address: 4060 Indian Creek Parkway, Overland Park, Kansas, United States
Legacy Financial Strategies, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Apma David Dwyer | Principal And Financial Advisor | |||
Mike Wren | Principal | Director Of Financial Planning | Financial Advisor | |||
Cfpâ Mike Wren | Certified Financial Plannerà â  | |||
Jon Hooiman | Financial Advisor | |||
Heather Hardman | Relationship Manager | |||
Luanne Underwood | Financial Advisor | |||
Thomas Jones | Independent Insurance Broker |
Industry: Investment Management
Location: Overland Park, Kansas
Company Founded: 1996
Company Size: 201-500
The Mutual Fund Store Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Shani Payne | Client Account Services Representative | |||
Gary Bussing | Director Of Retmnt Plans | |||
Raginn Fusaro | Director - Technology Projects At The Mutual Fund Store | |||
Chris Ishida | Chief Of Staff For Office Of The Chief Executive Officer And Head Of Client Experience At The Mutual Fund Store | |||
Wesley Anderson | Senior Trader | |||
Judy Colvin | Executive Assistant To The President | |||
January Lare | Operations Support - Assistant Manager |
Industry: Investment Management
Location: Overland Park, Kansas
Website: deancapmgmt.com
Company Founded: 2008
Company Size: 1-10
Company Address: 7400 West 130th Street, Overland Park, Kansas, United States
Dean Capital Management Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Patrick Krumm | Director Of Institutional Sales | |||
Kevin Laub | Partner, Portfolio Manager | |||
Kevin Laub | Partner, Portfolio Manager |
Industry: Investment Management
Location: Overland Park, Kansas
Website: etfstore.com
Company Founded: 2008
Company Size: 1-10
Company Address: 7300 West 110th Street, Overland Park, Kansas, United States
The Etf Store Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Conor Kelly | Principal | |||
Elliott Homan | Investment Advisor | |||
Brian Murray | Investment Advisor | |||
Bill Fisher | Investment Advisor |
Industry: Investment Management
Location: Overland Park, Kansas
Website: meritageportfolio.com
Company Founded: 1991
Company Size: 11-50
Company Address: 7500 College Boulevard, Overland Park, Kansas, United States
Meritage Portfolio Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ryan Chiaverini | Client Portfolio Manager | |||
Bryon Gilbert | Director Of Operations | |||
Clint Anderson | Portfolio Manager - Taxable Fixed Income Fund | |||
Mark Eveans | President And Chief Investment Officer | |||
Corey Saathoff | Director Of Equity Trading And Senior Portfolio Analyst | |||
John Wallis | Director Of Qualitative Research |
Industry: Investment Management
Location: Overland Park, Kansas
Website: vwealth.com
Company Founded: 2009
Company Size: 11-50
Company Address: 6800 College Boulevard, Overland Park, Kansas, United States
V Wealth Management Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Tim Cexp | Financial Advisor | |||
Tim Carlin | Manager | |||
Stacia Wetta | Business Operations Manager | |||
Thomas Blumer | Managing Partner | |||
Victoria Piatczyc | Administrative Assisitant | |||
Candice Schultz | Client Service Associate | |||
Tracie Caplinger | Assistant To Financial Advisors |
Industry: Investment Management
Location: Overland Park, Kansas
Website: ubiqpartners.com
Company Size: 11-50
Company Address: 5700 West 112th Street, Overland Park, Kansas, United States
Ubiquity Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Sean Tokic | Associate |
Industry: Investment Management
Location: Overland Park, Kansas
Website: freestateadvisors.com
Company Founded: 2007
Company Size: 1-10
Company Address: 5350 College Boulevard, Overland Park, Kansas, United States
Freestate Advisors Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Melinda Parks | Principal | |||
Josh Barlow | Vice President - Investment Strategy | |||
Ted Curran | Director For Business Development | |||
Polly Peters | Vice President - Client Services |
Industry: Investment Management
Location: Overland Park, Kansas
Website: pfa-llc.com
Company Size: 1-10
Company Address: 6240 West 135th Street, Overland Park, Kansas, United States
Providence Financial Advisors, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Steven Cox | President | |||
Steven Cox | Vice President |
Industry: Investment Management
Location: Overland Park, Kansas
Website: allosadvisors.com
Company Founded: 2010
Company Size: 1-10
Company Address: 12980 Foster Street, Overland Park, Kansas, United States
Allos Investment Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
John Fales | Financial Advisor, Principal At Searcy Financial | Lead Advisor |
Industry: Investment Management
Location: Overland Park, Kansas
Website: nplmanager.com
Company Size: 11-50
Npl Manager Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Steven Ballas | Sales | |||
David Maland | Vice President Marketing |
Industry: Investment Management
Location: Overland Park, Kansas
Website: midwestinvestmentgrp.com
Company Founded: 2011
Company Size: 1001-5000
Company Address: 9393 West 110th Street, Overland Park, Kansas, United States
Midwest Investment Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mary Roller | Marketing Specialist | |||
Justin Buzzard | Senior Accountant |
Industry: Investment Management
Location: Overland Park, Kansas
Company Size: 1-10
Company Address: 8500 West 110th Street, Overland Park, Kansas, United States
Bodine Moyer Investments Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Trista Crilly | Director Of Business Operations |
Industry: Investment Management
Location: Overland Park, Kansas
Website: retirementresourcesinc.com
Company Founded: 1991
Company Size: 1-10
Company Address: 10551 Barkely Street, Overland Park, Kansas, United States
Retirement Resources, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jennifer Arnaud | Administrative Assistant |
Industry: Investment Management
Location: Overland Park, Kansas
Website: quantumfinancialpartners.com
Company Founded: 2003
Company Size: 1-10
Company Address: 11512 West 119th Street, Overland Park, Kansas, United States
Quantum Financial Partners Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rick Moore | Portfolio Manager |
Industry: Investment Management
Location: Overland Park, Kansas
Website: castlebaram.com
Company Founded: 2012
Company Size: 1-10
Company Address: 10901 Lowell Avenue, Overland Park, Kansas, United States
Castlebar Asset Management, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Michaela Comstock | Office Manager And Marketing Coordinator |
Industry: Investment Management
Location: Overland Park, Kansas
Company Size: 51-200
Company Address: 10955 Lowell Avenue, Overland Park, Kansas, United States
Prosperity Network Of Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Risa Rayburn | Service First Administrator |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Keri Westland | Ivy Investments | Talent Acquisition Business Partner | |||
2 | Jason Bush | Ivy Investments | Insurance Investment Associate | |||
3 | Bernie Colson | Ivy Investments | Global Equity Analyst | |||
4 | Scott Kasper | Ivy Investments | Director Business Development | |||
5 | William Johnson | Ivy Investments | Performance Analyst | |||
6 | William Donohue | Ivy Investments | Regional Vice President | |||
7 | David Crupper | Ivy Investments | Regional Consultant | |||
8 | Scott Sollars | Fci Advisors | Senior Vice President And Portfolio Manager | |||
9 | Stuart Berkley | Fci Advisors | Senior Vice President, Portfolio Manager | |||
10 | Peter Greig | Fci Advisors | Co-cio Fixed Income And Senior Vice President | |||
11 | Emily West | Fci Advisors | Vice President, Portfolio Manager | |||
12 | Brian Perott | Fci Advisors | Managing Director, Core Equity Group | |||
13 | Sara Mikkelsen | Fci Advisors | Senior Business Analyst | |||
14 | William Koehler | Fci Advisors | President And Chief Executive Officer | |||
15 | Craig Novorr | Paragon Capital Management | President And Chief Information Officer | |||
16 | Gene Pal | Paragon Capital Management | Wealth Advisor And Planner | |||
17 | Howard Jacobson | Paragon Capital Management | President | |||
18 | Shannon Yarbrough | Paragon Capital Management | Operations Specialist | |||
19 | Rich Heidemann | Paragon Capital Management | Senior Analyst | |||
20 | Elizabeth Mcleod | Paragon Capital Management | Principal | |||
21 | Dorothy Boehr | Paragon Capital Management | Compliance Consultant | |||
22 | Trudy Hurley | Prosperity Advisory Group | Service First Representative | |||
23 | Mark Carnes | Prosperity Advisory Group | Cfp | |||
24 | Stasha Case | Prosperity Advisory Group | Senior Customer Service Representative For Financial Planning Firm | |||
25 | Glenda Christopherson | Prosperity Advisory Group | Owner, Chief Operating Officer | |||
26 | Scott Sirois | Prosperity Advisory Group | Director Information Technology | |||
27 | Mba-im Kelly Stiefel Arias | Prosperity Advisory Group | Financial Advisor | |||
28 | Sara Stebbins | Prosperity Advisory Group | Analyst Team Manager | |||
29 | Apma David Dwyer | Legacy Financial Strategies, Llc | Principal And Financial Advisor | |||
30 | Mike Wren | Legacy Financial Strategies, Llc | Principal | Director Of Financial Planning | Financial Advisor | |||
31 | Cfpâ Mike Wren | Legacy Financial Strategies, Llc | Certified Financial Plannerà â  | |||
32 | Jon Hooiman | Legacy Financial Strategies, Llc | Financial Advisor | |||
33 | Heather Hardman | Legacy Financial Strategies, Llc | Relationship Manager | |||
34 | Luanne Underwood | Legacy Financial Strategies, Llc | Financial Advisor | |||
35 | Thomas Jones | Legacy Financial Strategies, Llc | Independent Insurance Broker | |||
36 | Shani Payne | The Mutual Fund Store | Client Account Services Representative | |||
37 | Gary Bussing | The Mutual Fund Store | Director Of Retmnt Plans | |||
38 | Raginn Fusaro | The Mutual Fund Store | Director - Technology Projects At The Mutual Fund Store | |||
39 | Chris Ishida | The Mutual Fund Store | Chief Of Staff For Office Of The Chief Executive Officer And Head Of Client Experience At The Mutual Fund Store | |||
40 | Wesley Anderson | The Mutual Fund Store | Senior Trader |
Investment Management companies in different cities of Kansas
No. | Industry | Number of Contacts | Download |
---|---|---|---|
1 | Investment Management Companies in Leawood | 1035 | |
2 | Investment Management Companies in Topeka | 115 | |
3 | Investment Management Companies in Wichita | 460 |