Wealth Management Advisors, Inc
We have a belief that wealth management is a combination of effective investment management and strategic, individualized and ongoing financial planning. All of our advisors have one or more of the following: CPA, CFP, or CFA and are dedicated to the lifelong learning process. We receive clients only through referrals from existing clients or other professionals. With approximatley $400 million in assets under management, we are one of the largest fee-only firms in the Kansas City area, but never forget about personalized service to our clients.
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Verified contacts
4
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- CG
Cindy Glenn
Office Manager · Operations
EmailPhone - KW
Kim Williams
Business Coordinator · Operations
EmailPhone
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Top roles at Wealth Management Advisors, Inc
3 distinct titles indexed · top 3 shown.
- 2investment analyst
- 1business coordinator
- 1office manager
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