Top 30 Investment Management Companies in Overland Park

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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.

Investment Management Companies in Overland Park

1. Ivy Investments

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 LinkedIn Phone Email
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
Requires/Intent and 58 more Employees
E-commerce Integration
Hedge Fund Strategies
and more

2. Fci Advisors

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 LinkedIn Phone Email
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
Requires/Intent and 15 more Employees
CRM Systems
Predictive Analytics
Robo-Advisors & AI Trading
and more

3. Paragon Capital Management

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 LinkedIn Phone Email
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
Requires/Intent
Business Expansion
Tax Optimization For Investments
and more

4. Prosperity Advisory Group

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 LinkedIn Phone Email
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
Requires/Intent and 5 more Employees
Automation
Data Security
Digital Marketing
Tax Optimization For Investments
and more

5. Legacy Financial Strategies, Llc

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 LinkedIn Phone Email
Apma David Dwyer Principal And Financial Advisor
Mike Wren Principal | Director Of Financial Planning | Financial Advisor
Cfpâ Mike Wren Certified Financial Plannerà â Â
Jon Hooiman Financial Advisor
Heather Hardman Relationship Manager
Luanne Underwood Financial Advisor
Thomas Jones Independent Insurance Broker
Requires/Intent
IPO Advisory
Data Security
Investor Relations & Reporting
Customer Relationship Management
and more

6. The Mutual Fund Store

Industry: Investment Management

Location: Overland Park, Kansas

Company Founded: 1996

Company Size: 201-500

The Mutual Fund Store Contact Details

Name Title LinkedIn Phone Email
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
Requires/Intent and 13 more Employees
Legal
Advertising
AI Chatbots
Cybersecurity Solutions
and more

7. Dean Capital Management Llc

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 LinkedIn Phone Email
Patrick Krumm Director Of Institutional Sales
Kevin Laub Partner, Portfolio Manager
Kevin Laub Partner, Portfolio Manager
Requires/Intent
Financial Due Diligence
AI
Private Wealth Management
Mobile App Development
and more

8. The Etf Store

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 LinkedIn Phone Email
Conor Kelly Principal
Elliott Homan Investment Advisor
Brian Murray Investment Advisor
Bill Fisher Investment Advisor
Requires/Intent
Cloud Hosting
Software Development
Private Wealth Management
and more

9. Meritage Portfolio Management

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 LinkedIn Phone Email
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
Requires/Intent
Tax Optimization For Investments
ERP Solutions
Public Relations
Automation
Accounting
and more

10. V Wealth Management Llc

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 LinkedIn Phone Email
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
Requires/Intent and 2 more Employees
ESG Investing & Impact Analysis
IPO Advisory
and more

11. Ubiquity Management

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 LinkedIn Phone Email
Sean Tokic Associate
Requires/Intent
Accounting
Investor Relations & Reporting
Compliance & Risk Management
Financial Due Diligence
and more

12. Freestate Advisors Llc

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 LinkedIn Phone Email
Melinda Parks Principal
Josh Barlow Vice President - Investment Strategy
Ted Curran Director For Business Development
Polly Peters Vice President - Client Services
Requires/Intent
Customer Relationship Management
Investor Relations & Reporting
Automation
AI-Powered Financial Forecasting
and more

13. Providence Financial Advisors, Llc

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 LinkedIn Phone Email
Steven Cox President
Steven Cox Vice President
Requires/Intent
Advertising
IT Support
Portfolio Management Solutions
AI-Based Credit Risk Assessment
and more

14. Allos Investment Advisors

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 LinkedIn Phone Email
John Fales Financial Advisor, Principal At Searcy Financial | Lead Advisor
Requires/Intent
Compliance & Risk Management
Cloud Hosting
and more

15. Npl Manager

Industry: Investment Management

Location: Overland Park, Kansas

Website: nplmanager.com

Company Size: 11-50

Npl Manager Contact Details

Name Title LinkedIn Phone Email
Steven Ballas Sales
David Maland Vice President Marketing
Requires/Intent
Cloud Hosting
Mobile App Development
Advertising
and more

16. Midwest Investment Group

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 LinkedIn Phone Email
Mary Roller Marketing Specialist
Justin Buzzard Senior Accountant
Requires/Intent
Compliance & Risk Management
Private Wealth Management
Accounting
Digital Marketing
IoT
and more

17. Bodine Moyer Investments

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 LinkedIn Phone Email
Trista Crilly Director Of Business Operations
Requires/Intent
Digital Asset & Cryptocurrency Investment
IPO Advisory
Public Relations
Tax Optimization For Investments
Cloud Solutions
and more

18. Retirement Resources, Inc.

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 LinkedIn Phone Email
Jennifer Arnaud Administrative Assistant
Requires/Intent
Predictive Analytics
CRM Systems
AI-Based Credit Risk Assessment
and more

19. Quantum Financial Partners Llc

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 LinkedIn Phone Email
Rick Moore Portfolio Manager
Requires/Intent
Public Relations
Institutional Asset Management
HR & Payroll Services
and more

20. Castlebar Asset Management, Llc

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 LinkedIn Phone Email
Michaela Comstock Office Manager And Marketing Coordinator
Requires/Intent
Customer Relationship Management
Financial Due Diligence
IPO Advisory
Cloud Hosting
Alternative Investment Consulting
and more

21. Prosperity Network Of Advisors

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 LinkedIn Phone Email
Risa Rayburn Service First Administrator
Requires/Intent
Web Development
Mobile App Development
IT Support
and more

Overland Park Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
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 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

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