AdvisorGrade

Financial advisers in Lenexa, KS

2 registered investment adviser firms in Lenexa managing $668M in assets, based on public SEC Form ADV filings.

Copper Financial

Lenexa, KS · Est. 2015

NationalInternational
Fee-based
AUM
$411M
Per adviser
$9M
Advisers
44

No reported disclosures

Dogwood Wealth Management, LLC

Lenexa, KS · Est. 2022

Local
Fee-based
AUM
$257M
Per adviser
$64M
Advisers
4

No reported disclosures