Top 40 Financial Services Companies in Leawood

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Below is the list of Top 40 Financial Services Companies in Leawood ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Leawood

1. Creative Planning Inc.

Industry: Financial Services

Location: Leawood, Kansas

Website: thinkingbeyond.com

Company Founded: 1983

Company Size: 501-1000

Company Address: 3400 College Boulevard, Leawood, Kansas, United States

Creative Planning Inc. Contact Details

Name Title LinkedIn Phone Email
Millie Brink Director Of Talent Acquisition
Ryan Gee Risk Management Account Manager
David Kuenzi Director Of International Wealth Management
Katie Harris Talent Acquisition Consultant
Awma Mercedes Givens Private Wealth Manager
Laura Mcknight Director Of Practice Development
Joni Cobb Practice Development Team
Requires/Intent and 240 more Employees
Investment Advisory
Financial Forecasting & Modeling
Marketing Services
Document Management & E-signature Solutions
and more

2. C2fo

Industry: Financial Services

Location: Leawood, Kansas

Website: c2fo.com

Company Founded: 2008

Company Size: 201-500

Company Address: 2020 West 89th Street, Leawood, Kansas, United States

C2fo Contact Details

Name Title LinkedIn Phone Email
Dominic Klobe Working Capital Advisor
Matt Ceule Director, Global Events And Experiential Marketing
Lee Fimmen Managing Director
Amanda Mathes Managing Director
Jeff Logan Senior Vice President Of Sales
Scott Garvey Supplier Relationship Manager
Brett Strathman Supplier Relationship Manager
Requires/Intent and 114 more Employees
Corporate Finance Strategy
Employee Training & Workforce Development
Branding & Public Relations
Omnichannel Customer Support
and more

3. Euronet Worldwide

Industry: Financial Services

Location: Leawood, Kansas

Website: euronetworldwide.com

Company Founded: 1994

Company Size: 5001-10000

Company Address: 3500 College Boulevard, Leawood, Kansas, United States

Euronet Worldwide Contact Details

Name Title LinkedIn Phone Email
Aaron Quint Senior Recruiter
Shawn Daniel Regional Sales Director
Amanda Hartman Benefits And Stock Manager
Dave Spickard Director Of North American Operations
Jay Bennette Vice President And Treasurer
Reed Anderson Director Of Internal Audit
Stephen Butcher Product Manager - Card And Network Solutions
Requires/Intent and 95 more Employees
Blockchain & Cryptocurrency Solutions
Quality Control & Assurance
Financial Auditing & Reporting
Data Analytics & Business Intelligence
Hedge Fund & Private Equity Consulting
and more

4. Creative Planning Inc.

Industry: Financial Services

Location: Leawood, Kansas

Company Size: 1-10

Company Address: 3400 College Boulevard, Leawood, Kansas, United States

Creative Planning Inc. Contact Details

Name Title LinkedIn Phone Email
Ricpâ Casey Jensen Financial Planner
Bob Harris Wealth Manager
Cfpâ Adam Hoopes Wealth Manager
Ken Pyle Chief Compliance Officer
Cfpâ Carolyn Frager Financial Planner
Kim Daneck-brown Tax Director
Thomas Roffers Financial Planner
Requires/Intent and 11 more Employees
ESG & Sustainable Finance Consulting
Legal Compliance & Advisory
Online Advertising & SEO
Financial Auditing & Reporting
and more

5. Prevail Innovative Wealth Strategies

Industry: Financial Services

Location: Leawood, Kansas

Website: prevailiws.com

Company Founded: 2017

Company Size: 11-50

Company Address: 4745 West 136th Street, Leawood, Kansas, United States

Prevail Innovative Wealth Strategies Contact Details

Name Title LinkedIn Phone Email
Jordan Gallant Financial Advisor
Jordan Chapman Wealth Advisor
Kerry Lawing Chief Executive Officer
Randy Koehn Advisor
Joy Wilner Advisor
Heather Graves Advisor
Brett Nelson Advisor
Requires/Intent and 7 more Employees
Legal Compliance & Advisory
Asset Management
Business Strategy & Growth Consulting
Mobile App Development For Financial Services
and more

6. Nuesynergy

Industry: Financial Services

Location: Leawood, Kansas

Website: nuesynergy.com

Company Founded: 1996

Company Size: 51-200

Company Address: 4601 College Boulevard, Leawood, Kansas, United States

Nuesynergy Contact Details

Name Title LinkedIn Phone Email
Jason Galvin Director Of Central Region Sales
Brett Flanagan Regional Sales Director
Keith Paduch Vice President Of Business Development
John Kirchmeyer Director Of Southeast Region Sales
Sam Holt Information Technology Manager
Andrea Shobe Implementation Manager
Stacy Uranich Account Manager
Requires/Intent and 5 more Employees
Document Management & E-signature Solutions
Marketing Services
and more

7. Blooom

Industry: Financial Services

Location: Leawood, Kansas

Website: blooom.com

Company Founded: 2013

Company Size: 11-50

Company Address: 5325 West 115th Place, Leawood, Kansas, United States

Blooom Contact Details

Name Title LinkedIn Phone Email
Kent Johnson Director Of Product Management
Jeff Durbin Chief Technology Officer
Fpqp Andrew Thomas Director Of Advisory Operations
Kaitlyn Troske Marketing Manager
Miranda Easley Business Data Analyst
Chelsea Porter Client Service Representative
Bridgette Teare User Experience Designer
Requires/Intent and 3 more Employees
Customer Relationship Management (CRM)
Technology Consulting
Legal Compliance & Advisory
Risk Assessment & Mitigation
Loan Origination & Servicing Platforms
and more

8. Financial Advisory Service, Inc

Industry: Financial Services

Location: Leawood, Kansas

Company Founded: 1979

Company Size: 11-50

Company Address: 4747 West 135th Street, Leawood, Kansas, United States

Financial Advisory Service, Inc Contact Details

Name Title LinkedIn Phone Email
Bruce Olberding Faskc
Josh Perfect Assistant Director Of Financial Planning
Anna Barnes Adviser, Wealth And Investment Manager
Scott Sadaro Chief Financial Officer And Wealthadvisor And Board Member
Carl Hokanson Director
Michael Best Partner
Megan Krstic Senior Investment Operations Specialist
Requires/Intent and 5 more Employees
Banking & Payment Processing
Corporate Finance Strategy
Credit Rating & Analysis
and more

9. Mariner Retirement Advisors

Industry: Financial Services

Location: Leawood, Kansas

Website: marinerretirement.com

Company Founded: 2014

Company Size: 11-50

Company Address: 4200 West 115th Street, Leawood, Kansas, United States

Mariner Retirement Advisors Contact Details

Name Title LinkedIn Phone Email
Tim Duncan Senior Retirement Plan Advisor
Aifâ Tim Duncan Vice President, Retirement Plan Consultant
Tami Chavez Account Executive
Staci Hitchcock Account Executive
Tami Chavez Account Executive
Requires/Intent
Performance Tracking & KPI Analytics
Digital Payment & Subscription Solutions
IoT-enabled Smart Banking Solutions
Risk Management & Compliance
Securities Trading & Brokerage
and more

10. Eighteen Capital Group

Industry: Financial Services

Location: Leawood, Kansas

Website: eighteencg.com

Company Size: 201-500

Company Address: 11615 Rosewood Street, Leawood, Kansas, United States

Eighteen Capital Group Contact Details

Name Title LinkedIn Phone Email
Liz Farr Director Of Revenue Management And Marketing
Jeff Plummer Managing Director, Real Estate
Elizabeth Dean Multi-site Property Manager
Isaac Gortenburg President
Chris Johnson Staff Accountant
Rebecca Chartier Accounting Specialist
Katie Powell Accountant Ii
Requires/Intent and 10 more Employees
Compliance & Regulatory Advisory
Hedge Fund & Private Equity Consulting
and more

11. Change Path

Industry: Financial Services

Location: Leawood, Kansas

Website: changepath.com

Company Founded: 2015

Company Size: 11-50

Company Address: 11460 Tomahawk Creek Parkway, Leawood, Kansas, United States

Change Path Contact Details

Name Title LinkedIn Phone Email
Marty Pfannenstiel President, Sales And Marketing
J.p Rankin Vice President, Chief Operations Officer
Beth Garlick Transition Specialist, Associate Compliance Specialist
Chfcâ Brian Harrold Financial Planner
Andrew Congleton Financial Advisor
Rebecca Havens Compliance Specialist
Morgan Ballew Client Services Specialist
Requires/Intent
Mergers & Acquisitions Advisory
Wealth Management
Cloud Computing Solutions
Securities Trading & Brokerage
Automation & Workflow Optimization
and more

12. Aspen Funds

Industry: Financial Services

Location: Leawood, Kansas

Website: aspenfunds.us

Company Founded: 2012

Company Size: 11-50

Company Address: 5700 West 112th Street, Leawood, Kansas, United States

Aspen Funds Contact Details

Name Title LinkedIn Phone Email
James Maffuccio Founder And Principal
Bob Fraser Founder And Principal
Jordan Maffuccio Senior Acquisitions Underwriter
Beth Wagner Workout Specialist
Requires/Intent
Banking & Payment Processing
Quality Control & Assurance
Mergers & Acquisitions Advisory
ESG & Sustainable Finance Consulting
and more

13. Social Security Solutions

Industry: Financial Services

Location: Leawood, Kansas

Website: socialsecuritysolutions.com

Company Founded: 2010

Company Size: 11-50

Social Security Solutions Contact Details

Name Title LinkedIn Phone Email
Lisa Mullinger Operations And Business Development Manager
Garreth Rogers Head Of Sales
Requires/Intent
Portfolio Management
Risk Management & Compliance
and more

14. 31 Capital Advisors

Industry: Financial Services

Location: Leawood, Kansas

Website: 31capital.com

Company Founded: 2016

Company Size: 1-10

31 Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Sean Grams Owner
Requires/Intent
Fraud Detection & Prevention
Insurance & Underwriting Services
and more

15. Emoneco, Inc.

Industry: Financial Services

Location: Leawood, Kansas

Website: emoneco.com

Company Size: 11-50

Company Address: 4901 West 136th Street, Leawood, Kansas, United States

Emoneco, Inc. Contact Details

Name Title LinkedIn Phone Email
Kem Oliver Senior Market Specialist At Emoneco
Craig Martin Senior Marketing Specialist
Requires/Intent
Sales & Lead Generation Strategy
HR & Talent Acquisition
Marketing Services
Online Advertising & SEO
Financial Planning & Retirement Solutions
and more

16. The Retirement Planning Group

Industry: Financial Services

Location: Leawood, Kansas

Website: planningretirements.com

Company Founded: 2004

Company Size: 11-50

Company Address: 4811 West 136th Street, Leawood, Kansas, United States

The Retirement Planning Group Contact Details

Name Title LinkedIn Phone Email
Joe Mcculloch Financial Advisor
Dwight Twillman Senior Vice President
Christine Hatcher Client Service And Marketing Associate
Connor Small Operations Associate
Heather Markovich Client Service Associate
Celeste Calabria Pension Plan Consultant
Nicole Conard Owner
Requires/Intent and 4 more Employees
Marketing Services
Document Management & E-signature Solutions
Treasury & Cash Flow Management
Performance Tracking & KPI Analytics
Hedge Fund & Private Equity Consulting
and more

17. Harrison Capital Management

Industry: Financial Services

Location: Leawood, Kansas

Website: harrisoncapitalmanagement.com

Company Founded: 2009

Company Size: 1-10

Company Address: 11111 Nall Avenue, Leawood, Kansas, United States

Harrison Capital Management Contact Details

Name Title LinkedIn Phone Email
Garrett Modlin Paraplanner And Social Media Administrator
Jennifer Schneider Client Relations
Ted Perez Financial Specialist
Rachel Adams Investment Specialist
Requires/Intent
Data Analytics & Business Intelligence
Fraud Detection & Prevention
Branding & Public Relations
Credit Rating & Analysis
Blockchain & Cryptocurrency Solutions
and more

18. Rps Financial Group Inc.

Industry: Financial Services

Location: Leawood, Kansas

Website: rpsfinancialgroup.com

Company Size: 11-50

Company Address: 5251 West 116th Place, Leawood, Kansas, United States

Rps Financial Group Inc. Contact Details

Name Title LinkedIn Phone Email
Anthony Yates Financial Representative
Ann Wasman Welcome Director
Requires/Intent
Legal Compliance & Advisory
Portfolio Management
and more

19. Etf Portfolio Partners

Industry: Financial Services

Location: Leawood, Kansas

Website: etfportfoliopartners.com

Company Founded: 2004

Company Size: 1-10

Company Address: 4831 West 136th Street, Leawood, Kansas, United States

Etf Portfolio Partners Contact Details

Name Title LinkedIn Phone Email
Nick Romey Investment Advisor
Requires/Intent
Branding & Public Relations
Compliance & Regulatory Advisory
Employee Training & Workforce Development
ESG & Sustainable Finance Consulting
Mobile App Development For Financial Services
and more

20. Flyover Capital

Industry: Financial Services

Location: Leawood, Kansas

Company Founded: 2014

Company Size: 1-10

Company Address: 11300 Tomahawk Creek Parkway, Leawood, Kansas, United States

Flyover Capital Contact Details

Name Title LinkedIn Phone Email
Nicole Bentz Senior Analyst
Requires/Intent
Marketing Services
Document Management & E-signature Solutions
Performance Tracking & KPI Analytics
Business Strategy & Growth Consulting
Treasury & Cash Flow Management
and more

21. Onehq

Industry: Financial Services

Location: Leawood, Kansas

Website: onehq.com

Company Founded: 2010

Company Size: 11-50

Company Address: 11460 Tomahawk Creek Parkway, Leawood, Kansas, United States

Onehq Contact Details

Name Title LinkedIn Phone Email
Tacy Willoughby Client Success Specialist
Brett Barker Senior Account Executive
Katie Elliott Client Success Manager
Requires/Intent
Mobile App Development For Financial Services
Sales & Lead Generation Strategy
and more

22. Kavar Capital Partners, Llc

Industry: Financial Services

Location: Leawood, Kansas

Website: kavarcapital.com

Company Size: 1-10

Company Address: 11460 Tomahawk Creek Parkway, Leawood, Kansas, United States

Kavar Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
John Nagle Director Of Investment Research
Requires/Intent
Compliance & Regulatory Advisory
Risk Management & Compliance
HR & Talent Acquisition
Tax Planning & Strategy
and more

23. V Wealth

Industry: Financial Services

Location: Leawood, Kansas

Company Founded: 2009

Company Size: 11-50

Company Address: 6800 College Boulevard, Leawood, Kansas, United States

V Wealth Contact Details

Name Title LinkedIn Phone Email
Joshua Lewis Financial Advisor
Requires/Intent
Asset Management
Financial Auditing & Reporting
and more

24. Insight Investment Advisers

Industry: Financial Services

Location: Leawood, Kansas

Website: investwithinsight.com

Company Founded: 2016

Company Size: 1-10

Company Address: 5251 West 116th Place, Leawood, Kansas, United States

Insight Investment Advisers Contact Details

Name Title LinkedIn Phone Email
Josh Wright Investment Advisor | President | Investwithinsight.com
Requires/Intent
Performance Tracking & KPI Analytics
Treasury & Cash Flow Management
Corporate Finance Strategy
Employee Training & Workforce Development
and more

25. Alterra Bank

Industry: Financial Services

Location: Leawood, Kansas

Website: alterrabank.com

Company Founded: 2010

Company Size: 11-50

Company Address: 11301 Tomahawk Creek Parkway, Leawood, Kansas, United States

Alterra Bank Contact Details

Name Title LinkedIn Phone Email
Rachel Bryant Senior Personal Banker
Kelly Bernardon Loan Operations Specialist
Sherry Ritchey Private Banker
Trupti Rajput Personal Banker
Requires/Intent
HR & Talent Acquisition
Cybersecurity & Data Protection
Asset Management
Document Management & E-signature Solutions
Automation & Workflow Optimization
and more

26. World Class Financial Services, Llc

Industry: Financial Services

Location: Leawood, Kansas

Website: wcfpro.com

Company Founded: 2007

Company Size: 1-10

Company Address: 5330 College Boulevard, Leawood, Kansas, United States

World Class Financial Services, Llc Contact Details

Name Title LinkedIn Phone Email
Eric Kratty Director Of Operations And Vice President
Requires/Intent
Fraud Detection & Prevention
API Integration For FinTech
and more

27. Nueterra

Industry: Financial Services

Location: Leawood, Kansas

Website: nueterra.com

Company Founded: 1997

Company Size: 11-50

Company Address: 11350 Tomahawk Creek Parkway, Leawood, Kansas, United States

Nueterra Contact Details

Name Title LinkedIn Phone Email
Yvonne Woodley Executive Assistant
Gina Mccullough Receptionist
Matt Meyer Corporate Pilot
Cindy Pollock Scheduler
Lynn Canning Cardiac Sonographer
Requires/Intent
Corporate Finance Strategy
Insurance & Underwriting Services
Debt Collection & Recovery
Asset Management
and more

28. Collyer And Associates

Industry: Financial Services

Location: Leawood, Kansas

Website: collyerandassociates.com

Company Founded: 1996

Company Size: 1-10

Company Address: 3309 West 130th Street, Leawood, Kansas, United States

Collyer And Associates Contact Details

Name Title LinkedIn Phone Email
Ernie Collyer President - Owner
Requires/Intent
Legal Compliance & Advisory
Financial Auditing & Reporting
and more

29. Larson Financial Services, Inc.

Industry: Financial Services

Location: Leawood, Kansas

Website: larsonfs.com

Company Size: 1-10

Company Address: 4601 College Boulevard, Leawood, Kansas, United States

Larson Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Stephen Black President
Requires/Intent
Loan Origination & Servicing Platforms
ERP For Financial Institutions
and more

30. Everest Wealth Management

Industry: Financial Services

Location: Leawood, Kansas

Website: everestwealth.com

Company Size: 1-10

Company Address: 4901 West 136 Street, Leawood, Kansas, United States

Everest Wealth Management Contact Details

Name Title LinkedIn Phone Email
John Seitzer Owner And President
Requires/Intent
Automation & Workflow Optimization
Cybersecurity & Data Protection
Financial Forecasting & Modeling
Mergers & Acquisitions Advisory
Insurance & Underwriting Services
and more

31. Wealth Management Advisors, Inc.

Industry: Financial Services

Location: Leawood, Kansas

Company Founded: 1993

Company Size: 1-10

Company Address: 4000 West 114th Street, Leawood, Kansas, United States

Wealth Management Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Cindy Glenn Office Manager
Requires/Intent
Portfolio Management
Digital Payment & Subscription Solutions
Hedge Fund & Private Equity Consulting
ESG & Sustainable Finance Consulting
Mobile App Development For Financial Services
and more

32. Cornerstone Insurance Solutions.

Industry: Financial Services

Location: Leawood, Kansas

Website: mycornerstonekc.com

Company Founded: 2003

Company Size: 1-10

Company Address: 10977 Granada Lane, Leawood, Kansas, United States

Cornerstone Insurance Solutions. Contact Details

Name Title LinkedIn Phone Email
Brandon Williams Insurance Specialist
Requires/Intent
Tax Planning & Strategy
Legal Compliance & Advisory
and more

33. Bluecreek Investment Partners

Industry: Financial Services

Location: Leawood, Kansas

Website: bluecreekip.com

Company Founded: 2003

Company Size: 11-50

Company Address: 4000 West 114th Street, Leawood, Kansas, United States

Bluecreek Investment Partners Contact Details

Name Title LinkedIn Phone Email
Martha Maples Director Of Client Services
Lisa Hirschler Finacial Planning Associate
Requires/Intent
Quality Control & Assurance
Sales & Lead Generation Strategy
Investment Advisory
Mergers & Acquisitions Advisory
Portfolio Management
and more

34. Paysure, Llc

Industry: Financial Services

Location: Leawood, Kansas

Website: paysurekc.com

Company Founded: 2013

Company Size: 1-10

Company Address: 4800 College Boulevard, Leawood, Kansas, United States

Paysure, Llc Contact Details

Name Title LinkedIn Phone Email
Maxwell Bowers Payroll Sales Specialist
Requires/Intent
Insurance & Underwriting Services
Tax Planning & Strategy
Customer Relationship Management (CRM)
and more

35. Scratchworks

Industry: Financial Services

Location: Leawood, Kansas

Website: scratch.works

Company Founded: 2017

Company Size: 1-10

Company Address: 5700 West 112th Street, Leawood, Kansas, United States

Scratchworks Contact Details

Name Title LinkedIn Phone Email
Scratch Works Social Media Strategist
Requires/Intent
AI-powered Financial Insights
API Integration For FinTech
Loan Origination & Servicing Platforms
Banking & Payment Processing
and more
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Leawood Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Millie Brink Creative Planning Inc. Director Of Talent Acquisition
2 Ryan Gee Creative Planning Inc. Risk Management Account Manager
3 David Kuenzi Creative Planning Inc. Director Of International Wealth Management
4 Katie Harris Creative Planning Inc. Talent Acquisition Consultant
5 Awma Mercedes Givens Creative Planning Inc. Private Wealth Manager
6 Laura Mcknight Creative Planning Inc. Director Of Practice Development
7 Joni Cobb Creative Planning Inc. Practice Development Team
8 Dominic Klobe C2fo Working Capital Advisor
9 Matt Ceule C2fo Director, Global Events And Experiential Marketing
10 Lee Fimmen C2fo Managing Director
11 Amanda Mathes C2fo Managing Director
12 Jeff Logan C2fo Senior Vice President Of Sales
13 Scott Garvey C2fo Supplier Relationship Manager
14 Brett Strathman C2fo Supplier Relationship Manager
15 Aaron Quint Euronet Worldwide Senior Recruiter
16 Shawn Daniel Euronet Worldwide Regional Sales Director
17 Amanda Hartman Euronet Worldwide Benefits And Stock Manager
18 Dave Spickard Euronet Worldwide Director Of North American Operations
19 Jay Bennette Euronet Worldwide Vice President And Treasurer
20 Reed Anderson Euronet Worldwide Director Of Internal Audit
21 Stephen Butcher Euronet Worldwide Product Manager - Card And Network Solutions
22 Ricpâ Casey Jensen Creative Planning Inc. Financial Planner
23 Bob Harris Creative Planning Inc. Wealth Manager
24 Cfpâ Adam Hoopes Creative Planning Inc. Wealth Manager
25 Ken Pyle Creative Planning Inc. Chief Compliance Officer
26 Cfpâ Carolyn Frager Creative Planning Inc. Financial Planner
27 Kim Daneck-brown Creative Planning Inc. Tax Director
28 Thomas Roffers Creative Planning Inc. Financial Planner
29 Jordan Gallant Prevail Innovative Wealth Strategies Financial Advisor
30 Jordan Chapman Prevail Innovative Wealth Strategies Wealth Advisor
31 Kerry Lawing Prevail Innovative Wealth Strategies Chief Executive Officer
32 Randy Koehn Prevail Innovative Wealth Strategies Advisor
33 Joy Wilner Prevail Innovative Wealth Strategies Advisor
34 Heather Graves Prevail Innovative Wealth Strategies Advisor
35 Brett Nelson Prevail Innovative Wealth Strategies Advisor
36 Jason Galvin Nuesynergy Director Of Central Region Sales
37 Brett Flanagan Nuesynergy Regional Sales Director
38 Keith Paduch Nuesynergy Vice President Of Business Development
39 John Kirchmeyer Nuesynergy Director Of Southeast Region Sales
40 Sam Holt Nuesynergy Information Technology Manager

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