Infinitas, Llc
We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan. At Infinitas, we understand every client has unique financial concerns, and we’re committed to providing solutions tailored to your individual needs by providing education, coordination, and independent advice to best reach your financial goals. Our years of expertise—combined with a highly personalized level of service—allow us to design unique strategies that help to provide you with-A sustainable lifestyle during retirement -A plan for how to fund the education of a child or grandchild -Income to help pay for unforeseeable and unplanned life events -Passing money to future generations efficiently Securities and advisory services are offered through Commonwealth Financial Network®, / a Registered Investment Adviser. Infinitas 10801 Mastin Street, Suite 370 Overland Park, KS 66210 (913) 563-7300. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use:
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Verified contacts
44
available on Kipplo
LinkedIn employees
40
51 to 200 range
Open roles
—
no listings
Distinct roles
23
indexed titles
Tech stack
3
tools in use
Monthly traffic
168
organic / mo
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Decision-makers and verified team members
44 contacts with verified email or phone · masked until revealed.
- CB
Candice Basile
Director of Client Services · Customer/Client Service
EmailPhone - DP
David Pacer
Partner Owner · General Business & Management
EmailPhone - SS
Stephanie Snyder
Director of Client Services, Retirement Plan Solutions · Customer/Client Service
EmailPhone - MS
Melissa Sampley
Client Relationship Manager · Customer/Client Service
EmailPhone - TM
Trisha McClanahan
Operations Manager · Operations
EmailPhone - AH
Adam Hutsell
Financial Advisor · Finance & Accounting
EmailPhone - BW
Blake Workman
Financial Advisor · Finance & Accounting
EmailPhone - BD
Brook Deaver
Financial Advisor · Finance & Accounting
EmailPhone - CB
Chad Berg
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 44 verified contacts
Top roles at Infinitas, Llc
23 distinct titles indexed · top 10 shown.
- 11financial advisor
- 5paraplanner
- 2client relationship manager
- 2client services associate
- 2partner
- 2senior partner
- 1chief investment officer, wealth manager
- 1coo, retirement plan solutions financial advisor
- 1director of client services
- 1director of client services, retirement plan solutions
- +13more titles
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