Top 100 Financial Services Companies in Overland Park

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Get Featured and Increase Sales.

Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.

Get Featured

Below is the list of Top 100 Financial Services Companies in Overland Park ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Overland Park

1. Mariner Wealth Advisors

Industry: Financial Services

Location: Overland Park, Kansas

Website: marinerwealthadvisors.com

Company Founded: 2006

Company Size: 501-1000

Company Address: 5700 West 112th, Overland Park, Kansas, United States

Mariner Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Marty Bicknell Founder, Chief Executive Officer And President
Katie Fitzgerald Partner And Senior Wealth Consultant
Aamsâ Ethan Hutcheson Senior Wealth Consultant
Kevin Ward Senior Wealth Consultant
Tracy Hutton Senior Talent Manager
Whitney Reagan Manager, Investment Training And Education
Jeff Poe Chief Financial Officer
Requires/Intent and 137 more Employees
Credit Rating & Analysis
Mergers & Acquisitions Advisory
Portfolio Management
and more

2. Leaderone Financial

Industry: Financial Services

Location: Overland Park, Kansas

Website: leader1.com

Company Founded: 1992

Company Size: 501-1000

Company Address: 7500 College Boulevard, Overland Park, Kansas, United States

Leaderone Financial Contact Details

Name Title LinkedIn Phone Email
Sean Selters Business Development And Sales Manager And Senior Mortgage Banker
Hudson Murphy Producing Branch Manager
Scott Moulton Regional Sales Manager
Angela Sherer Mortgage Consultant
Dan Zufall Producing Branch Manager And Leader Of The Intelligent Mortgage Planning Team
Michelle Oddo Senior Mortgage Banker And Branch Manager
Jason Bower Mortgage Banker
Requires/Intent and 188 more Employees
Treasury & Cash Flow Management
Mobile App Development For Financial Services
Quality Control & Assurance
Asset Management
and more

3. Rts Financial

Industry: Financial Services

Location: Overland Park, Kansas

Website: rtsfinancial.com

Company Founded: 1995

Company Size: 201-500

Company Address: 9300 Metcalf Avenue, Overland Park, Kansas, United States

Rts Financial Contact Details

Name Title LinkedIn Phone Email
Sergio Avila Team Lead
Nim Johal Business Development Associate
Sam Pudenz Business Development Manager
Daniel Stovall Regional Sales Manager
Devin Rose Business Development Manager
Nick Lawrance Business Development Manager
Patrick Haverty Business Development Manager-team Lead
Requires/Intent and 155 more Employees
Business Strategy & Growth Consulting
Treasury & Cash Flow Management
Document Management & E-signature Solutions
and more

4. Multi Service

Industry: Financial Services

Location: Overland Park, Kansas

Website: multiservice.com

Company Founded: 1978

Company Size: 501-1000

Company Address: 8650 College Boulevard, Overland Park, Kansas, United States

Multi Service Contact Details

Name Title LinkedIn Phone Email
Shelby Laquitara Product Manager
Bryan Stober Principal Engineer Ii
Jim Goge Senior Vice President Global Sales
Binu Panthi Customer Support Representative
Tommy Gardner Recruiter
Virginia Duffy Client Accounts Receivable Specialist I
David Robaska Product Manager
Requires/Intent and 175 more Employees
Branding & Public Relations
Technology Consulting
Financial Auditing & Reporting
Asset Management
and more

5. Strategic Capital

Industry: Financial Services

Location: Overland Park, Kansas

Website: capitalwithstrategy.com

Company Founded: 2014

Company Size: 11-50

Company Address: 10551 Barkley Street, Overland Park, Kansas, United States

Strategic Capital Contact Details

Name Title LinkedIn Phone Email
Brittany Ramirez Business Development Manager
Whitney Bryant Business Development Manager
Natalie Collins Business Development Manager
Austin Moss Chief Executive Officer
Hannah Patterson Business Development Manager
John Graham Director Of Business Development | Iso Relations
Alex Trigg Director Of Commercial Lending
Requires/Intent and 6 more Employees
Employee Training & Workforce Development
Mortgage & Loan Processing
Customer Relationship Management (CRM)
and more

6. Prime Capital Investment Advisors

Industry: Financial Services

Location: Overland Park, Kansas

Website: primecap-ia.com

Company Size: 51-200

Company Address: 6201 College Boulevard, Overland Park, Kansas, United States

Prime Capital Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Glenn Spencer Chief Executive Officer
Mark Kipp Investment Advisor
Joey Zdeb Financial Advisor
Matt Waters Wealth Advisor
Darin Henderson Financial Advisor
Chris Bouffard Managing Director, Wealth Management
Michael Stolberg Wealth Management Advisor
Requires/Intent and 46 more Employees
ERP For Financial Institutions
Cloud Computing Solutions
and more

7. Home Credit Us

Industry: Financial Services

Location: Overland Park, Kansas

Website: homecreditus.com

Company Founded: 2014

Company Size: 51-200

Home Credit Us Contact Details

Name Title LinkedIn Phone Email
Ursalla Richards Team Lead, Qa And Commercial Accounts, U.s Partnerships
Radim Silhanek Chief Information Officer
Lian Duan Manager
David Barone Director Of Marketing Communications
Maria Cain Director Of Human Resources
Jason Dyro Chief Executive Officer
Jessica Freund Director Of Product And Portfolio Management
Requires/Intent and 22 more Employees
Legal Compliance & Advisory
Employee Training & Workforce Development
Insurance & Underwriting Services
and more

8. Bnc National Bank Mortgage Division

Industry: Financial Services

Location: Overland Park, Kansas

Website: bncnationalbank.com

Company Founded: 1986

Company Size: 51-200

Company Address: 7007 College Boulevard, Overland Park, Kansas, United States

Bnc National Bank Mortgage Division Contact Details

Name Title LinkedIn Phone Email
Kirk Anderson Senior Mortgage Consultant
Michael Zerr Vice President, Consumer Direct Marketing
Jody Moore Vice President - Compliance Mortgage Division
Lisa Snead Senior Loan Originator
Dan Reynoldson Mortgage Sales Team Lead
Farrell Bowden Loan Officer
Kevin Smith Remote Mortgage Underwriter
Requires/Intent and 43 more Employees
Marketing Services
Wealth Management
and more

9. Mariner Holdings

Industry: Financial Services

Location: Overland Park, Kansas

Website: mariner-holdings.com

Company Founded: 2006

Company Size: 501-1000

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

Mariner Holdings Contact Details

Name Title LinkedIn Phone Email
William Greiner Chief Investment Strategist
Anne Dorian Senior Vice President, Regulatory Compliance
Cheryl Bicknell Chief Operating Officer, Chief Strategy Officer
Megan Jennings Regulatory Counsel At Mariner Holdings
Katrina Scott Chief Investment Officer
Stephanie Blake Program And Project Manager
Sara Swadley Director, Investment Solutions
Requires/Intent and 20 more Employees
AI-powered Financial Insights
Data Analytics & Business Intelligence
Loan Origination & Servicing Platforms
Marketing Services
and more

10. Eml

Industry: Financial Services

Location: Overland Park, Kansas

Website: storefinancial.com

Company Founded: 2003

Company Size: 201-500

Company Address: 7171 West 95th Street, Overland Park, Kansas, United States

Eml Contact Details

Name Title LinkedIn Phone Email
Mark Jacobs Director Of Business Development
Nate Tomasi Vice President Of Customer Success
Justin Van Rhein Senior Financial Analyst
Monica Greer Controller
Jen Seeker Svp, Marketing And Account Management
Tracy Wicker Project Manager
Zach Holle System Operations Manager
Requires/Intent and 41 more Employees
Branding & Public Relations
Technology Consulting
and more

11. Ivy Funds

Industry: Financial Services

Location: Overland Park, Kansas

Company Size: 1-10

Company Address: 6300 Lamar Avenue, Overland Park, Kansas, United States

Ivy Funds Contact Details

Name Title LinkedIn Phone Email
Zaac Cook Retirement Investment Consultant
Michael Ferrer Vice President, Insurance Investment Consultant
Sarah Jones Vice President, National Accounts
Juliet Huang Global Equity Analyst
Jeff Albright Vice President Head Of Equity Trading
Mark Cimaâ Regional Vice President
Meredith Hall Senior Regional Sales Specialist
Requires/Intent and 9 more Employees
Mortgage & Loan Processing
Insurance & Underwriting Services
IoT-enabled Smart Banking Solutions
Risk Assessment & Mitigation
Data Analytics & Business Intelligence
and more

12. United Mortgage

Industry: Financial Services

Location: Overland Park, Kansas

Website: umloans.com

Company Founded: 2008

Company Size: 1001-5000

Company Address: 9393 West 110th Street, Overland Park, Kansas, United States

United Mortgage Contact Details

Name Title LinkedIn Phone Email
Kent Hackman Founder And President
Michael Ehlers Single Family Loan Officer
Michael Hicks Self Employed
Marian Garcia-stevens Mortgage Loan Officer
Requires/Intent
Accounting Services
Cloud Computing Solutions
and more

13. Qualified Plan Advisors

Industry: Financial Services

Location: Overland Park, Kansas

Website: qualifiedplanadvisors.com

Company Size: 51-200

Company Address: 6201 College Boulevard, Overland Park, Kansas, United States

Qualified Plan Advisors Contact Details

Name Title LinkedIn Phone Email
Scott Colangelo Managing Director
Michael Smoots Erisa Counsel
Christopher Roper Retirement Plan Success Consultant
Thomas Mancuso Qualified Plan Advisor
Scott Liggett Director Of Erisa Oversight
Scott Eggers Director Of Retirement Plan Solutions
Heather Povlick Director Of Retirement Plan Experience
Requires/Intent and 1 more Employees
Technology Consulting
Loan Origination & Servicing Platforms
Financial Auditing & Reporting
Asset Management
and more

14. Resources Investment Advisors, Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: riaadvisor.com

Company Founded: 1987

Company Size: 51-200

Company Address: 4860 College Boulevard, Overland Park, Kansas, United States

Resources Investment Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Carrie Ohm Vice President Of Corporate Development
Kaleena Fong Marketing Manager
Brian Kershner Client Experience Manager
Megan Adamson Director Of Transitions
Joshua Frierdich Operations Specialist
Leanthony Johnson Client Technology Experience Specialist
Jamie Bousselot Transition Coordinator
Requires/Intent and 2 more Employees
Blockchain & Cryptocurrency Solutions
AI-powered Financial Insights
Business Strategy & Growth Consulting
Investment Advisory
Automation & Workflow Optimization
and more

15. Midwest Trust Company

Industry: Financial Services

Location: Overland Park, Kansas

Website: midwesttrust.com

Company Size: 51-200

Company Address: 5901 College Boulevard, Overland Park, Kansas, United States

Midwest Trust Company Contact Details

Name Title LinkedIn Phone Email
Marti Gurley Executive Vice President -- Head Of St Louis Operations
Tyson Giger Vice President And Trust Officer
Nick Page Vice President
David Yost President
Kurt Clausing Vice President
Albert Allen Personal Trust Administrator
Carrie Demaria Vice President And Trust Officer
Requires/Intent and 14 more Employees
Accounting Services
HR & Talent Acquisition
Securities Trading & Brokerage
Customer Relationship Management (CRM)
and more

16. Heartland Credit Union Association

Industry: Financial Services

Location: Overland Park, Kansas

Website: heartlandcua.org

Company Founded: 2016

Company Size: 11-50

Company Address: 6800 College Boulevard, Overland Park, Kansas, United States

Heartland Credit Union Association Contact Details

Name Title LinkedIn Phone Email
Andrea Robinson Executive Director, External Affairs And Philanthropy
Lisa Simmons Director Of Compliance And In-house Counsel
Ryan Dold Vice President Business Development
Haley Davee Vice President Of Association Services
Amy Mclard Executive Director Of Advocacy
Morgan Householder Grassroots
Mike Natale Director Of Information Technology
Requires/Intent and 10 more Employees
Cloud Computing Solutions
Quality Control & Assurance
and more

17. Infinitas, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: infinitaskc.com

Company Founded: 2017

Company Size: 11-50

Company Address: 10801 Mastin Boulevard, Overland Park, Kansas, United States

Infinitas, Llc Contact Details

Name Title LinkedIn Phone Email
J Grant Montgomery Financial Advisor -- Resource | Planner | Coach
Chsnc Randy Johnson Financial Advisor
Jerry Perfect Partner
Carrie White Director Of Operations
Tim Disette Senior Partner
Bob Lenzmeier Vice President Business Development
Requires/Intent
Business Strategy & Growth Consulting
Document Management & E-signature Solutions
and more

18. Rts International

Industry: Financial Services

Location: Overland Park, Kansas

Website: rtsinternational.com

Company Founded: 2004

Company Size: 51-200

Company Address: 9300 Metcalf Avenue, Overland Park, Kansas, United States

Rts International Contact Details

Name Title LinkedIn Phone Email
Luis Mondragon Vice President
Olga Santiago Senior Business Development Manager
Martin Ryan President
Jonathan Emkes Director Of International Sales And Operations
Huifen Zhang Financial Account Executive
Xi Webber Financial Operations Team Coordinator
Jackson Baker Team Supervisor
Requires/Intent and 10 more Employees
Legal Compliance & Advisory
Risk Management & Compliance
and more

19. Khc Wealth Management

Industry: Financial Services

Location: Overland Park, Kansas

Website: makinglifecount.com

Company Founded: 1997

Company Size: 11-50

Company Address: 10000 College Boulevard, Overland Park, Kansas, United States

Khc Wealth Management Contact Details

Name Title LinkedIn Phone Email
Cfpâ Jamie Bosse à â  Financial Planner | Life Transitions Specialist | Money Boss Mom | Financial Blogger | Author
Ceft Jessi Chadd Wealth Manager
Tom Farrell Director Of Strategic Relationships
Jessi Chadd Principal
Jessi Sumner Principal
Logan Lea Financial Planning Associate
Erin Burtis Client Service Specialist
Requires/Intent and 2 more Employees
Document Management & E-signature Solutions
API Integration For FinTech
Accounting Services
Legal Compliance & Advisory
Treasury & Cash Flow Management
and more

20. Bukaty Companies Financial Services

Industry: Financial Services

Location: Overland Park, Kansas

Website: bukatyfs.com

Company Founded: 1992

Company Size: 51-200

Company Address: 4860 College Boulevard, Overland Park, Kansas, United States

Bukaty Companies Financial Services Contact Details

Name Title LinkedIn Phone Email
David Cox Client Relationship Manager
Pat Mccandless Senior Retirement Plan Consultant And Wealth Advisor
Keith Guertin Senior Wealth Consultant
Emily Richardson Staff Accountant
Matthew Windemuller Portfolio Manager
Amy Romero Client Relationship Manager
Rebecca Schrader Salesforce Administrator
Requires/Intent and 3 more Employees
Legal Compliance & Advisory
Online Advertising & SEO
Digital Payment & Subscription Solutions
Financial Forecasting & Modeling
Loan Origination & Servicing Platforms
and more

21. Searcy Financial Services, Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: searcyfinancial.com

Company Founded: 1976

Company Size: 1-10

Company Address: 12980 Foster Street, Overland Park, Kansas, United States

Searcy Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Marc Shaffer Principal
Jessica Kmetty Principal And Vice President
Cali Gillespie Director Of Marketing
Alexander Sung Intern
Dena Fischer Office Manager At Searcy Financial Services, Inc
Brenda Carrico Senior Financial Planning Associate
Requires/Intent
Business Strategy & Growth Consulting
ESG & Sustainable Finance Consulting
Financial Forecasting & Modeling
Performance Tracking & KPI Analytics
Credit Rating & Analysis
and more

22. Mortgage Lenders Of America, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: mloausa.com

Company Founded: 2000

Company Size: 201-500

Company Address: 10975 El Monte Street, Overland Park, Kansas, United States

Mortgage Lenders Of America, Llc Contact Details

Name Title LinkedIn Phone Email
Kerry Uhlenhake Mortgage Loan Officer
Matt Wildy Loan Origination Manager
Scott Peterson Mortgage Loan Officer
Laurie Clark Mortgage Loan Originator
Allison Sharp Loan Processor Ii
Susan Schouten Senior Underwriter
Jeff Morris Mortgage Loan Officer
Requires/Intent and 46 more Employees
Risk Assessment & Mitigation
Accounting Services
and more

23. Benefit Trust Company

Industry: Financial Services

Location: Overland Park, Kansas

Website: benefittrust.com

Company Founded: 2002

Company Size: 51-200

Company Address: 5901 College Boulevard, Overland Park, Kansas, United States

Benefit Trust Company Contact Details

Name Title LinkedIn Phone Email
Richard Young Principal
Matt Hawthorne Vice President, Direct Services
John Naldoza Fund Accountant
Tonya Cordray Vice President, Project Management And Strategic Intiatives
Christopher Sagovac Managing Director
Michael Ravnsborg Senior Vice President At Benefit Trust Company
Alex Litvak Senior Software Developer
Requires/Intent and 14 more Employees
Credit Rating & Analysis
Legal Compliance & Advisory
and more

24. Boyer & Corporon Wealth Management, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: boyercorporon.com

Company Founded: 2007

Company Size: 11-50

Company Address: 14221 Metcalf Avenue, Overland Park, Kansas, United States

Boyer & Corporon Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Cfpâ Eric Clark Managing Partner And Senior Wealth Advisor
Sean Easterly Wealth Advisor
Cfpâ Sean Easterly Wealth Advisor
Jennifer Barker Client Service Representative
Brittani Price Para Planner
Patricia Burns Director Of Client Operations
Patricia Burns Client Service Specialist
Requires/Intent and 1 more Employees
ERP For Financial Institutions
IoT-enabled Smart Banking Solutions
and more

25. Home Credit

Industry: Financial Services

Location: Overland Park, Kansas

Company Founded: 2014

Company Size: 1-10

Company Address: 6240 Sprint Parkway, Overland Park, Kansas, United States

Home Credit Contact Details

Name Title LinkedIn Phone Email
Keith Mieser Regional Sales Director
Carrie Vincent Director Of Customer Care
Marek Petras Senior Risk Analyst
Pavel Vyhnalek Regional Executive Director
Aaron Blazier Director Of It
Gene Hermreck Director Of Fp And A
Sarah Blaesing Inside Sales Representative
Requires/Intent and 1 more Employees
Blockchain & Cryptocurrency Solutions
Financial Forecasting & Modeling
Automation & Workflow Optimization
Performance Tracking & KPI Analytics
and more

26. Mariner Platform Solutions

Industry: Financial Services

Location: Overland Park, Kansas

Website: marinerplatform.com

Company Size: 1-10

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

Mariner Platform Solutions Contact Details

Name Title LinkedIn Phone Email
Alan Skrainka Managing Director
Jason Mcelwee Managing Director
Brian Youngberg Managing Director - Investments
Requires/Intent
Quality Control & Assurance
Wealth Management
Employee Training & Workforce Development
and more

27. Keen Wealth Advisors

Industry: Financial Services

Location: Overland Park, Kansas

Website: keenwealthadvisors.com

Company Size: 11-50

Company Address: 6201 College Boulevard, Overland Park, Kansas, United States

Keen Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Max Filbeck Financial Planner And Investment Research Analyst
Maggie Alefs Digital Communications Specialist
Jeb Flynn Financial Planner
Josh Hill Paraplanner
Crystal Weast Client Services And Office Administration
Leslie Penka Chief Compliance Officer And Operations Manager
Martha Paterik Senior Client Service Associate
Requires/Intent and 3 more Employees
Hedge Fund & Private Equity Consulting
ESG & Sustainable Finance Consulting
and more

28. Highpointe Financial Group, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: highpointefinancial.com

Company Size: 51-200

Company Address: 9401 Indian Creek Parkway, Overland Park, Kansas, United States

Highpointe Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Elliot Faerber Digital Marketing Consultant
Amy Andersen Agency Supervisory Officer
Patrice Becker Financial Planner And Director Of Compliance
Isleen Wilson Relationship Manager
Michael Jaco Financial Representative At Highpointe Financial Group, Llc
Elizabeth Garcia Agent Assistant
Paul Martin Financial Advisor
Requires/Intent and 14 more Employees
IoT-enabled Smart Banking Solutions
Employee Training & Workforce Development
Online Advertising & SEO
Sales & Lead Generation Strategy
and more

29. Ideal Producers Group

Industry: Financial Services

Location: Overland Park, Kansas

Website: idealproducersgroup.com

Company Size: 11-50

Company Address: 6710 West 121st Street, Overland Park, Kansas, United States

Ideal Producers Group Contact Details

Name Title LinkedIn Phone Email
Shalan Neal Annuity New Business And Contracting Specialist
Ron Essary Chief Executive Officer And Ideal Producers Group
Karen Essary Partner And Senior Vice President Of Marketing
Jacquie Thomas Director Of Travel And Incentives
Stephanie Chapman Annuity Relationship Partner At Ideal Producers Group
Dennis Lee Annuity Sales Consultant
Rick Tramposh Annuity Sales Consultant At Ideal Producers Group
Requires/Intent and 5 more Employees
Legal Compliance & Advisory
Compliance & Regulatory Advisory
and more

30. Nvision Wealth

Industry: Financial Services

Location: Overland Park, Kansas

Company Founded: 2016

Company Size: 11-50

Nvision Wealth Contact Details

Name Title LinkedIn Phone Email
Mike Osborne Managing Partner
Bryan Hays Financial Advisor
Jacob Cummings Financial Advisor
Derick Walters Financial Advisor
Lance Gorsuch Financial Advisor
Don Morse Financial Advisor
Requires/Intent
ESG & Sustainable Finance Consulting
Financial Planning & Retirement Solutions
Hedge Fund & Private Equity Consulting
Investment Advisory
and more

31. Prineta Usa

Industry: Financial Services

Location: Overland Park, Kansas

Website: prineta.com

Company Founded: 2009

Company Size: 11-50

Company Address: 7300 West 110th Street, Overland Park, Kansas, United States

Prineta Usa Contact Details

Name Title LinkedIn Phone Email
Dean Barrett Manager Of Public Sector
Tanner Morton Co-founder And Managing Partner
Tyler Muxlow Hotel Specialist
Conner Morton Director Of Business Operations
Jordan Sedgwick Placement Manager And Partner Liaison
Requires/Intent
Technology Consulting
Financial Auditing & Reporting
Sales & Lead Generation Strategy
and more

32. Assured Trust Company

Industry: Financial Services

Location: Overland Park, Kansas

Website: assuredtrustcompany.com

Company Founded: 2020

Company Size: 1-10

Company Address: 8717 West 110th Street, Overland Park, Kansas, United States

Assured Trust Company Contact Details

Name Title LinkedIn Phone Email
Samantha Shepherd President And Chief Executive Officer
Requires/Intent
Online Advertising & SEO
Quality Control & Assurance
Employee Training & Workforce Development
Sales & Lead Generation Strategy
and more

33. Tax Favored Benefits, Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: taxfavoredbenefits.com

Company Founded: 1978

Company Size: 11-50

Company Address: 4801 West 110th Street, Overland Park, Kansas, United States

Tax Favored Benefits, Inc. Contact Details

Name Title LinkedIn Phone Email
Dan Dolan Investment Advisor And Senior Vice President
Gordon Thorn Chief Operating Officer
Thomas Mullinix Producer
Jennifer Shoot Retirement Plan Specialist
Patricia Connelly Relationship Manager
Cary Shell Sales Representative
Peter Flora Regional Service Manager
Requires/Intent and 2 more Employees
Document Management & E-signature Solutions
Mobile App Development For Financial Services
Portfolio Management
Financial Auditing & Reporting
and more

34. Cornerstone Bank - Overland Park, Ks

Industry: Financial Services

Location: Overland Park, Kansas

Website: cornerstonebk.com

Company Founded: 2001

Company Size: 11-50

Company Address: 9120 West 135th Street, Overland Park, Kansas, United States

Cornerstone Bank - Overland Park, Ks Contact Details

Name Title LinkedIn Phone Email
Michelle Guthrie Executive Vice President
Jenny Shoemaker Business Development Officer
Ccbco Mike Fugate Compliance Officer
Robert Titus Vice President - Compliance And Audit
Vickie Fastnacht Assistant Vice President, Commercial Loans
Shelly Holle Human Resources Officer
Mike Fugate Compliance Officer
Requires/Intent and 1 more Employees
Mortgage & Loan Processing
Loan Origination & Servicing Platforms
Risk Management & Compliance
Blockchain & Cryptocurrency Solutions
and more

35. Metcalf Partners Wealth Management

Industry: Financial Services

Location: Overland Park, Kansas

Website: metcalfpartners.com

Company Size: 1-10

Company Address: 6800 College Boulevard, Overland Park, Kansas, United States

Metcalf Partners Wealth Management Contact Details

Name Title LinkedIn Phone Email
Jeb Graham Chief Executive Officer And Certified Financial Planner â
Ethan Hutcheson Wealth Manager
Susan Friend Administrative Assistant
Requires/Intent
Portfolio Management
Customer Relationship Management (CRM)
Cybersecurity & Data Protection
and more

36. Tall Oaks Advisors, Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: talloaksadvisors.com

Company Founded: 2014

Company Size: 1-10

Tall Oaks Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Tom Cavaliere Wealth Advisor
Requires/Intent
Banking & Payment Processing
Financial Planning & Retirement Solutions
Digital Payment & Subscription Solutions
HR & Talent Acquisition
and more

37. Stepp & Rothwell, Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: steppandrothwell.com

Company Founded: 1992

Company Size: 11-50

Company Address: 7300 College Boulevard, Overland Park, Kansas, United States

Stepp & Rothwell, Inc. Contact Details

Name Title LinkedIn Phone Email
Amy Guerich Partner
Todd Ericson Principal Advisor
Katelyn Berve Financial Planning Associate
Jorie Neech Financial Planner
Kyle Hammel Senior Financial Planning Associate
Kenneth Eaton Managing Partner
Daniel Shay Financial Planner
Requires/Intent and 4 more Employees
ESG & Sustainable Finance Consulting
Accounting Services
Financial Auditing & Reporting
and more

38. Legacy Wealth Planning, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: lwp-kc.com

Company Founded: 2010

Company Size: 1-10

Company Address: 5750 West 95th Street, Overland Park, Kansas, United States

Legacy Wealth Planning, Llc Contact Details

Name Title LinkedIn Phone Email
Matt Bray Director, Client Services And Financial Advisor
Dean Cherpitel Managing Member
Requires/Intent
Cybersecurity & Data Protection
Portfolio Management
Risk Management & Compliance
Online Advertising & SEO
and more

39. Trust Sourcing Solutions, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: trustsourcingsolutions.com

Company Founded: 1996

Company Size: 11-50

Company Address: 5901 College Boulevard, Overland Park, Kansas, United States

Trust Sourcing Solutions, Llc Contact Details

Name Title LinkedIn Phone Email
Barb Blauw Vice President Operations
Valencia Spooner Systems And Implementation Specialist
Shalia Mcpherson President And Chief Executive Officer
Rachael Swanson Securities Transfer Processor
Sanam Baum Corporate Action
Marshell Forrest Equity And Fixed Income Trade Desk
Sanam Millerlile Corporate Action
Requires/Intent and 1 more Employees
Data Analytics & Business Intelligence
Credit Rating & Analysis
and more

40. Goering & Granatino, P.a.

Industry: Financial Services

Location: Overland Park, Kansas

Website: ggkccpa.com

Company Founded: 2012

Company Size: 1-10

Company Address: 10801 Mastin Boulevard, Overland Park, Kansas, United States

Goering & Granatino, P.a. Contact Details

Name Title LinkedIn Phone Email
Amber Goering Owner
Julie Albano Director
Frank Granatino Owner And Cpa
Ronika Mann Tax Associate
Requires/Intent
Omnichannel Customer Support
Portfolio Management
ERP For Financial Institutions
Sales & Lead Generation Strategy
and more

41. Rochdale Paragon Group

Industry: Financial Services

Location: Overland Park, Kansas

Website: rochdalegroup.com

Company Founded: 2006

Company Size: 11-50

Company Address: 8575 West 110th Street, Overland Park, Kansas, United States

Rochdale Paragon Group Contact Details

Name Title LinkedIn Phone Email
Debbie Wiedenmann Business Analyst
Avery Tummons Product Manager
Brandon Schmidtberger Chief Financial Officer
Cameron Slatton Software Developer
Ryan Tuschhoff Business And Risk Consultant
Stuart Girk Business Development And Marketing Leader
Deanne Pickett Associate
Requires/Intent and 2 more Employees
Quality Control & Assurance
Accounting Services
and more

42. Sound Stewardship, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: soundstewardship.com

Company Founded: 2004

Company Size: 1-10

Company Address: 7300 College Boulevard, Overland Park, Kansas, United States

Sound Stewardship, Llc Contact Details

Name Title LinkedIn Phone Email
Cka Jonathan Harrison Partner And Wealth Advisor
Joshua Spradling Client Care Associate
Ambra Leibach Office Manager And Paraplanner
Jonathan Harrison Financial Advisor
Requires/Intent
Branding & Public Relations
Omnichannel Customer Support
and more

43. Msi Guaranteedweather

Industry: Financial Services

Location: Overland Park, Kansas

Website: guaranteedweather.com

Company Founded: 1999

Company Size: 1-10

Company Address: 7400 West 132nd Street, Overland Park, Kansas, United States

Msi Guaranteedweather Contact Details

Name Title LinkedIn Phone Email
Brad Davis President And Chief Executive Officer
Bradley Hoggatt Chief Portfolio Manager
Andrew Klaus Weather Index Insurance Producer
Roger Dufresne Chief Technology Officer
Stephen Ogden Senior Weather Data Analyst
Brian Birdsley Lead Developer
Requires/Intent
Mortgage & Loan Processing
Automation & Workflow Optimization
Treasury & Cash Flow Management
Insurance & Underwriting Services
Branding & Public Relations
and more

44. Community Lending Of America, Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: clakc.com

Company Founded: 2007

Company Size: 1-10

Company Address: 10550 Marty, Overland Park, Kansas, United States

Community Lending Of America, Inc. Contact Details

Name Title LinkedIn Phone Email
Travis Tannahill Mortgage Loan Officer
Ann Richardson Mortgage Loan Officer
Ryan Lehew Director Of Mortgage Operations
Requires/Intent
Mobile App Development For Financial Services
Mergers & Acquisitions Advisory
Omnichannel Customer Support
Customer Relationship Management (CRM)
Financial Planning & Retirement Solutions
and more

45. Aspyre Wealth Partners®

Industry: Financial Services

Location: Overland Park, Kansas

Website: aspyrewealth.com

Company Founded: 1997

Company Size: 11-50

Company Address: 10000 College Boulevard, Overland Park, Kansas, United States

Aspyre Wealth Partners® Contact Details

Name Title LinkedIn Phone Email
Stewart Koesten Executive Chairman, Chief Executive Officer
Colleen Wysong Principal
Requires/Intent
Mortgage & Loan Processing
Quality Control & Assurance
and more

46. Prism Financial Group, L.l.c.

Industry: Financial Services

Location: Overland Park, Kansas

Website: prismfg.com

Company Founded: 1988

Company Size: 1-10

Company Address: 7101 College Boulevard, Overland Park, Kansas, United States

Prism Financial Group, L.l.c. Contact Details

Name Title LinkedIn Phone Email
Tim Shmidl Wealth Manager - Certified Financial Planner Professionalà Â
Cpwa Charles Koch Advisor
Charles Koch Advisor
Amanda Brown Financial Planner
Randy Schaller Wealth Manager
Dallas Nelson Client Service Specialist
Charles Koch Advisor
Requires/Intent
AI-powered Financial Insights
Risk Assessment & Mitigation
Performance Tracking & KPI Analytics
Investment Advisory
Tax Planning & Strategy
and more

47. Eip Corp.

Industry: Financial Services

Location: Overland Park, Kansas

Website: eipcorp.com

Company Founded: 1973

Company Size: 11-50

Company Address: 7300 West 110th Street, Overland Park, Kansas, United States

Eip Corp. Contact Details

Name Title LinkedIn Phone Email
Cory Barash President
Ashleigh Bauer Administrator
Bridgette Kling Senior Administrator
Dana Von Holten Administrator
Amy Edmondson Pension Administrator
Kelly Spire Administrator
Lisa Thomas Senior Administrator
Requires/Intent and 1 more Employees
Sales & Lead Generation Strategy
Data Analytics & Business Intelligence
Automation & Workflow Optimization
Wealth Management
Mobile App Development For Financial Services
and more

48. Prosperity Network Of Advisors, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: chooseprosperity.org

Company Size: 11-50

Company Address: 10955 Lowell Avenue, Overland Park, Kansas, United States

Prosperity Network Of Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Paula Johnston Executive Director
Amy Andersen Compliance Analyst
Lisa Sorenson Compliance Analyst, Registered Principal
Requires/Intent
Banking & Payment Processing
Business Strategy & Growth Consulting
Branding & Public Relations
and more

49. Financial Designs, Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: financialdesignsinc.com

Company Founded: 1979

Company Size: 11-50

Company Address: 11225 College Boulevard, Overland Park, Kansas, United States

Financial Designs, Inc. Contact Details

Name Title LinkedIn Phone Email
Jennifer Sigler Vp, Strategy And Business Development
Austyn Windle Project Coordinator
Will Stone Client Services Manager
Bobbi Zimmerman Administrative Assistant
Requires/Intent
Investment Advisory
Cybersecurity & Data Protection
Customer Relationship Management (CRM)
and more

50. Great Plains Trust Company

Industry: Financial Services

Location: Overland Park, Kansas

Website: greatplainstrust.com

Company Founded: 1994

Company Size: 11-50

Great Plains Trust Company Contact Details

Name Title LinkedIn Phone Email
Alyssa Parker Trust Accountant
Shauna Rice-newton Marketing Coordinator
Will Lynch Vice Chairman
Blake Burton Systems Administrator At Great Plains Trust Company
Jonathan Staton Trust Attorney
Monica May Senior Trust Accountant
Laurie Marchio Vice President
Requires/Intent and 1 more Employees
Marketing Services
Securities Trading & Brokerage
Credit Rating & Analysis
Asset Management
Digital Payment & Subscription Solutions
and more

51. Windward Private Wealth Management

Industry: Financial Services

Location: Overland Park, Kansas

Website: windwardfp.com

Company Founded: 1999

Company Size: 1-10

Company Address: 10955 Lowell Avenue, Overland Park, Kansas, United States

Windward Private Wealth Management Contact Details

Name Title LinkedIn Phone Email
Drew Osborne Associate Wealth Manager
Caitlin Ryser Client Service Specialist
Emily Tierney Associate Wealth Manager At Windward Private Wealth Management
Emily Petty Wealth Manager
Steven Osborne Senior Wealth Manager
Brad Harrison Tax Manager
Kathy Washburn Operations Manager And Tax Preparer
Requires/Intent
Data Analytics & Business Intelligence
Quality Control & Assurance
IoT-enabled Smart Banking Solutions
Financial Forecasting & Modeling
and more

52. Coble Mccune Wealth Management, Inc

Industry: Financial Services

Location: Overland Park, Kansas

Website: cmwealthkc.com

Company Founded: 2000

Company Size: 1-10

Company Address: 9001 West 110th Street, Overland Park, Kansas, United States

Coble Mccune Wealth Management, Inc Contact Details

Name Title LinkedIn Phone Email
Brent Mccune Financial Advisor At Coble Mccune Wealth Management And Lpl Financial Through Lpl Financial
Heidi Rhone Administrative Assistant
Requires/Intent
Blockchain & Cryptocurrency Solutions
Accounting Services
ERP For Financial Institutions
Asset Management
Debt Collection & Recovery
and more

53. Upper Lake Processing Services

Industry: Financial Services

Location: Overland Park, Kansas

Website: upperlakeps.com

Company Size: 11-50

Upper Lake Processing Services Contact Details

Name Title LinkedIn Phone Email
Will Noyce Controller
Luke Cox Director Of Systems Operations
David Stover Assistant Director, Call Center Services
Lisa Ford Executive Assistant
Casey Pierce Staff Accountant
Moraima Schwerert Bilingual Customer Service Representative
Phil Case Sql Query Specialist And Project Manager, It
Requires/Intent and 4 more Employees
Cybersecurity & Data Protection
Banking & Payment Processing
Financial Planning & Retirement Solutions
Online Advertising & SEO
and more

54. Vsr Financial Services

Industry: Financial Services

Location: Overland Park, Kansas

Website: vsrfinancial.com

Company Founded: 1985

Company Size: 51-200

Company Address: 8620 West 110th Street, Overland Park, Kansas, United States

Vsr Financial Services Contact Details

Name Title LinkedIn Phone Email
Eileen Quint Chief Financial Officer
Bill Misko Investment Advisor Representative
Ken Flake Registered Representative
Renee Hansmeier Litigation Paralegal
Jeffrey Mcanarney Senior Vice President
Mike Stanfield Chief Investment Officer
Maria Villegas Administrative Assistant
Requires/Intent and 9 more Employees
HR & Talent Acquisition
Securities Trading & Brokerage
and more

55. True Wealth & Company, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: retirewithtrue.com

Company Founded: 2013

Company Size: 1-10

Company Address: 7450 West 130th Street, Overland Park, Kansas, United States

True Wealth & Company, Llc Contact Details

Name Title LinkedIn Phone Email
Bryan Sarff Host
Requires/Intent
ESG & Sustainable Finance Consulting
Mortgage & Loan Processing
and more

56. Pegasus Capital Management

Industry: Financial Services

Location: Overland Park, Kansas

Website: pegasuskc.com

Company Founded: 1990

Company Size: 1-10

Company Address: 10801 Mastin Boulevard, Overland Park, Kansas, United States

Pegasus Capital Management Contact Details

Name Title LinkedIn Phone Email
Ray Evans Managing Partner And Founder
Steve Smith Member, Board Of Directors
James Heeney Wealth Manager
Requires/Intent
Employee Training & Workforce Development
Quality Control & Assurance
ERP For Financial Institutions
and more

57. Msp Consulting (payment Solutions)

Industry: Financial Services

Location: Overland Park, Kansas

Website: getmspadvantage.com

Company Founded: 2003

Company Size: 11-50

Company Address: 8500 West 110th Street, Overland Park, Kansas, United States

Msp Consulting (payment Solutions) Contact Details

Name Title LinkedIn Phone Email
Keith Ingenthron Senior Solutions Consultant
Sara Kline Director
Curtis Brading Client Services Manager
Requires/Intent
Loan Origination & Servicing Platforms
Investment Advisory
Corporate Finance Strategy
ERP For Financial Institutions
and more

58. Cu Capital Market Solutions, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: cnbsnet.com

Company Founded: 1989

Company Size: 11-50

Company Address: 7200 West 132nd Street, Overland Park, Kansas, United States

Cu Capital Market Solutions, Llc Contact Details

Name Title LinkedIn Phone Email
Tylere Fritts Associate
Reade Fors Senior Risk Analyst
Rob Grassinger Operations Specialist
Todd Smith Senior Vice President - Csg
Requires/Intent
Investment Advisory
Portfolio Management
and more

59. One Retirement, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: oneretirement.com

Company Founded: 2003

Company Size: 1-10

One Retirement, Llc Contact Details

Name Title LinkedIn Phone Email
Jon Booze Member
Robert Evans Mortgage Advisor
Michele Diesel Client Administrator
Requires/Intent
Technology Consulting
Risk Management & Compliance
Sales & Lead Generation Strategy
Corporate Finance Strategy
Accounting Services
and more

60. Hause Actuarial Solutions

Industry: Financial Services

Location: Overland Park, Kansas

Website: hauseactuarial.com

Company Size: 11-50

Company Address: 7201 West 129th Street, Overland Park, Kansas, United States

Hause Actuarial Solutions Contact Details

Name Title LinkedIn Phone Email
Randall Stevenson Senior Vice President
Chris Hause President
Mike Reese Actuarial Associate
John Miller It Manager
Requires/Intent
Securities Trading & Brokerage
Blockchain & Cryptocurrency Solutions
and more

61. Swartz + Associates. Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: swartzandassociates.com

Company Founded: 2014

Company Size: 1-10

Company Address: 6340 College Boulevard, Overland Park, Kansas, United States

Swartz + Associates. Inc. Contact Details

Name Title LinkedIn Phone Email
Gary Stone Manager
Eric Owens Senior Property Tax Analyst
Requires/Intent
Employee Training & Workforce Development
IoT-enabled Smart Banking Solutions
and more

62. My Social Security Analyst, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: mysocialsecurityanalyst.com

Company Founded: 2016

Company Size: 1-10

Company Address: 7500 College Boulevard, Overland Park, Kansas, United States

My Social Security Analyst, Llc Contact Details

Name Title LinkedIn Phone Email
Cfpâ Diane Wilson Founding Partner
Diane Wilson Founding Partner
Requires/Intent
Mobile App Development For Financial Services
Customer Relationship Management (CRM)
Loan Origination & Servicing Platforms
Asset Management
Hedge Fund & Private Equity Consulting
and more

63. True Payment Solutions Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: truepaymentsolutions.com

Company Size: 11-50

Company Address: 7381 West 133rd Street, Overland Park, Kansas, United States

True Payment Solutions Inc. Contact Details

Name Title LinkedIn Phone Email
Brenda Minjares Finance Director
Matt Ellis Sales Director
Wiley Black Merchant Services Consultant
Adrian Mbugua Director Of Operations
Allie Catallo Merchant Service Consultant
Requires/Intent
Risk Management & Compliance
IoT-enabled Smart Banking Solutions
Debt Collection & Recovery
and more

64. True Private Wealth Management Llc.

Industry: Financial Services

Location: Overland Park, Kansas

Company Founded: 2013

Company Size: 1-10

Company Address: 13220 Metcalf Avenue, Overland Park, Kansas, United States

True Private Wealth Management Llc. Contact Details

Name Title LinkedIn Phone Email
Brian Paulsen Virtual Family Office
J.c Toth Client Service Associate
Requires/Intent
Insurance & Underwriting Services
HR & Talent Acquisition
Hedge Fund & Private Equity Consulting
API Integration For FinTech
Omnichannel Customer Support
and more

65. Boulevard Financial

Industry: Financial Services

Location: Overland Park, Kansas

Website: boulevardfinancial.com

Company Founded: 2010

Company Size: 1-10

Company Address: 9300 West 110th Street, Overland Park, Kansas, United States

Boulevard Financial Contact Details

Name Title LinkedIn Phone Email
Kami Sieben Director Of Underwriting And Client Service
R Mark Mccullough Founder And President
Requires/Intent
Automation & Workflow Optimization
Sales & Lead Generation Strategy
Insurance & Underwriting Services
and more

66. Financial Partners Group, Inc. | Wealth Management

Industry: Financial Services

Location: Overland Park, Kansas

Website: fpgkc.com

Company Size: 11-50

Company Address: 10925 Antioch Road, Overland Park, Kansas, United States

Financial Partners Group, Inc. | Wealth Management Contact Details

Name Title LinkedIn Phone Email
T.j Mcdermott Financial Services
Derek Mcdermott Financial Services
Requires/Intent
IoT-enabled Smart Banking Solutions
Cybersecurity & Data Protection
and more

67. Lawing Financial Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: lawingfinancial.com

Company Founded: 1985

Company Size: 11-50

Company Address: 6201 College Boulevard, Overland Park, Kansas, United States

Lawing Financial Inc. Contact Details

Name Title LinkedIn Phone Email
Melissa Sturgis Financial Advisor; Director Of Transition Services
Michaela Wilks Administrative Assistant
Jamie Muller Director Of Operations
Janae Saulnier Administrative Assistant
Andrea Kissee New Business Cordinator
Christy Bartz Branch Administrative Assistant
Lisa Ellington Administrative Assistant
Requires/Intent and 4 more Employees
Insurance & Underwriting Services
Technology Consulting
Loan Origination & Servicing Platforms
Financial Planning & Retirement Solutions
and more

68. Overland Park Wealth Management

Industry: Financial Services

Location: Overland Park, Kansas

Website: opwealthmanagement.com

Company Founded: 2013

Company Size: 1-10

Company Address: 7300 West 110th Street, Overland Park, Kansas, United States

Overland Park Wealth Management Contact Details

Name Title LinkedIn Phone Email
Brad Stratton President And Chief Executive Officer - Investment Advisor
Requires/Intent
Blockchain & Cryptocurrency Solutions
Loan Origination & Servicing Platforms
IoT-enabled Smart Banking Solutions
Treasury & Cash Flow Management
and more

69. Trimble Investment Group

Industry: Financial Services

Location: Overland Park, Kansas

Website: trimblewealth.com

Company Founded: 2011

Company Size: 1-10

Company Address: 6800 College Boulevard, Overland Park, Kansas, United States

Trimble Investment Group Contact Details

Name Title LinkedIn Phone Email
Grant Trimble Financial Planner
Requires/Intent
Employee Training & Workforce Development
Legal Compliance & Advisory
Loan Origination & Servicing Platforms
Technology Consulting
Mortgage & Loan Processing
and more

70. Yukon Wealth Management, Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: yukoncm.com

Company Founded: 1994

Company Size: 1-10

Company Address: 15050 Antioch Road, Overland Park, Kansas, United States

Yukon Wealth Management, Inc. Contact Details

Name Title LinkedIn Phone Email
John Hanahan President And Founder
Requires/Intent
Insurance & Underwriting Services
Performance Tracking & KPI Analytics
Debt Collection & Recovery
Cloud Computing Solutions
Customer Relationship Management (CRM)
and more

71. Dm Bruce Associates Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: dmbruce.com

Company Size: 11-50

Company Address: 6842 West 121st Court, Overland Park, Kansas, United States

Dm Bruce Associates Llc Contact Details

Name Title LinkedIn Phone Email
Kevin Bruce Managing Partner And Wealth Coach
Kendall Curry Director Of Investor Services
Requires/Intent
Mergers & Acquisitions Advisory
Corporate Finance Strategy
and more

72. 3genwealth Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: 3genwealth.com

Company Founded: 1964

Company Size: 1-10

Company Address: 9200 Indian Creek Parkway, Overland Park, Kansas, United States

3genwealth Llc Contact Details

Name Title LinkedIn Phone Email
Jessica Donnerstein Financial Planner
Requires/Intent
Financial Planning & Retirement Solutions
Hedge Fund & Private Equity Consulting
and more

73. Triune Financial Partners, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Company Founded: 2005

Company Size: 11-50

Company Address: 7400 College Boulevard, Overland Park, Kansas, United States

Triune Financial Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Jenny Ewing Client Service Manager
Whitney Armstrong Client Service Manager
Kylie Fischer Resident Financial Advisor
Justin Wren Investment Advisor
Requires/Intent
Sales & Lead Generation Strategy
Performance Tracking & KPI Analytics
Fraud Detection & Prevention
ESG & Sustainable Finance Consulting
Financial Planning & Retirement Solutions
and more

74. Advisor Employee Services

Industry: Financial Services

Location: Overland Park, Kansas

Website: aesplacement.com

Company Founded: 2012

Company Size: 1-10

Company Address: 10551 Barkley, Overland Park, Kansas, United States

Advisor Employee Services Contact Details

Name Title LinkedIn Phone Email
Jessica Yarrington Operations And Hiring Consultant
Tori Taylor Project Coordinator
Requires/Intent
Document Management & E-signature Solutions
Technology Consulting
Legal Compliance & Advisory
Quality Control & Assurance
and more

75. Enlightnu Financial

Industry: Financial Services

Location: Overland Park, Kansas

Website: enlightnufinancial.com

Company Founded: 2009

Company Size: 11-50

Company Address: 7400 West 110th Street, Overland Park, Kansas, United States

Enlightnu Financial Contact Details

Name Title LinkedIn Phone Email
Laurie Quail Senior Medicare Advisor
Joshua Musick Certified Financial Planner
Requires/Intent
Cloud Computing Solutions
Technology Consulting
Credit Rating & Analysis
and more

76. Blue Star Benefits

Industry: Financial Services

Location: Overland Park, Kansas

Website: bluestarbenefits.com

Company Founded: 2004

Company Size: 1-10

Company Address: 6600 College Boulevard, Overland Park, Kansas, United States

Blue Star Benefits Contact Details

Name Title LinkedIn Phone Email
Kara Obbink Finance And Human Resources Manager
Kaitlyn Cody Project Manager
Collin Farrow Contracts Manager
Ashley Cox Project Manager
Bob Innes Finance Manager
Anthony Leardi Owner
Carey Cox Benefits Coordinator
Requires/Intent
Quality Control & Assurance
Blockchain & Cryptocurrency Solutions
Document Management & E-signature Solutions
Insurance & Underwriting Services
Financial Forecasting & Modeling
and more

77. Columbia Capital Management, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: columbiacapital.com

Company Founded: 1996

Company Size: 11-50

Company Address: 6330 Lamar, Overland Park, Kansas, United States

Columbia Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Dennis Lloyd President
Stacey Walter Compliance Officer And Controller
Adam Pope Senior Vice President
Jasmyn Turner Analyst
Requires/Intent
Corporate Finance Strategy
HR & Talent Acquisition
Financial Planning & Retirement Solutions
Securities Trading & Brokerage
Employee Training & Workforce Development
and more

78. Fortune Financial Advisors, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: fortunefinancialadvisors.com

Company Founded: 2008

Company Size: 1-10

Company Address: 11600 College Boulevard, Overland Park, Kansas, United States

Fortune Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
David Freisner Wealth Advisor, Cpa
Requires/Intent
Financial Planning & Retirement Solutions
HR & Talent Acquisition
Tax Planning & Strategy
Mobile App Development For Financial Services
and more

79. Elm Services, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: elmservices.com

Company Founded: 2009

Company Size: 51-200

Company Address: 10801 Mastin Boulevard, Overland Park, Kansas, United States

Elm Services, Llc Contact Details

Name Title LinkedIn Phone Email
Erika Larson Founder And Chief Executive Officer
Cory Mason Project Manager
Requires/Intent
Quality Control & Assurance
Cloud Computing Solutions
and more

80. Nova R Wealth

Industry: Financial Services

Location: Overland Park, Kansas

Website: novarwealth.com

Company Founded: 2014

Company Size: 1-10

Company Address: 9990 College Boulevard, Overland Park, Kansas, United States

Nova R Wealth Contact Details

Name Title LinkedIn Phone Email
Jonathan Rodgers Investment Advisor Representative
Eric Rodgers Vice President
Jon Smith Marketing Assistant
Requires/Intent
Performance Tracking & KPI Analytics
Mortgage & Loan Processing
Risk Management & Compliance
Business Strategy & Growth Consulting
Customer Relationship Management (CRM)
and more

81. Physicians Business Network

Industry: Financial Services

Location: Overland Park, Kansas

Website: pbnmed.com

Company Founded: 1982

Company Size: 51-200

Physicians Business Network Contact Details

Name Title LinkedIn Phone Email
Nancy Wiercinski Client Liaison
Sheryl Ramey Client Liaison At Physicians Business Network
Michael Trump Billing Specialist
Vic Johnson Medical Billing Coder
Greg George Network Administrator And Senior Programmer
Phyllis Morris Manager Of Administrative Services
Karri Comelli Client Liaison Manager
Requires/Intent and 8 more Employees
Data Analytics & Business Intelligence
Technology Consulting
Sales & Lead Generation Strategy
and more

82. Canvas Wealth Advisors

Industry: Financial Services

Location: Overland Park, Kansas

Website: canvaswealthadvisors.com

Company Founded: 2019

Company Size: 1-10

Company Address: 10975 Benson Drive, Overland Park, Kansas, United States

Canvas Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Kevin Ellis Former Professional Athlete|senior Wealth Consultant
Requires/Intent
Tax Planning & Strategy
Employee Training & Workforce Development
Performance Tracking & KPI Analytics
and more

83. The Ocm Financial Group

Industry: Financial Services

Location: Overland Park, Kansas

Website: ocmlc.com

Company Founded: 1981

Company Size: 1-10

Company Address: 7050 West 107th Street, Overland Park, Kansas, United States

The Ocm Financial Group Contact Details

Name Title LinkedIn Phone Email
Sean Moore President
Christie Jackson Operations Specialist
Julian Lewis National Account Manager Of Leasing
Shawn Ireland Loan Officer
Requires/Intent
Quality Control & Assurance
Treasury & Cash Flow Management
Risk Management & Compliance
Employee Training & Workforce Development
Securities Trading & Brokerage
and more

84. True Wealth & Company, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Company Founded: 2013

Company Size: 1-10

True Wealth & Company, Llc Contact Details

Name Title LinkedIn Phone Email
Cepa Brian Paulsen Personal Wealth Manager
Requires/Intent
Quality Control & Assurance
API Integration For FinTech
IoT-enabled Smart Banking Solutions
Financial Forecasting & Modeling
and more

85. Rise Consulting

Industry: Financial Services

Location: Overland Park, Kansas

Website: riseretirement.com

Company Founded: 2018

Company Size: 1-10

Company Address: 9300 West 110th Street, Overland Park, Kansas, United States

Rise Consulting Contact Details

Name Title LinkedIn Phone Email
Sara Stiles Partner
Requires/Intent
Wealth Management
Hedge Fund & Private Equity Consulting
and more

86. Meyers Wealth Management, Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: cfakc.com

Company Founded: 2003

Company Size: 1-10

Company Address: 8717 West 110th Street, Overland Park, Kansas, United States

Meyers Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Julie Bauer Executive Assistant
Julie Bauer Executive Assistant
Requires/Intent
Treasury & Cash Flow Management
Risk Assessment & Mitigation
and more

87. Retirement Solutions Group

Industry: Financial Services

Location: Overland Park, Kansas

Company Size: 11-50

Company Address: 6801 West 107th Street, Overland Park, Kansas, United States

Retirement Solutions Group Contact Details

Name Title LinkedIn Phone Email
Sam Bass Financial Advisor
Madison Shelden Marketing Coordinator
Requires/Intent
Performance Tracking & KPI Analytics
AI-powered Financial Insights
Automation & Workflow Optimization
and more

88. Mortgage Consultant

Industry: Financial Services

Location: Overland Park, Kansas

Website: mortgageconsultantsgroup.com

Company Founded: 1997

Company Size: 1-10

Company Address: 8101 College Boulevard, Overland Park, Kansas, United States

Mortgage Consultant Contact Details

Name Title LinkedIn Phone Email
Rich Gaudet Mortgage Consultant
Quentin Falk Loan Officer
Jim Johnson Consultation
Elaine Toney Loan Officer
Mark Charron Sales Manager
Brandon Jacobs Account Manager
Nora Roberts Arvest
Requires/Intent
Mobile App Development For Financial Services
Omnichannel Customer Support
Marketing Services
Cybersecurity & Data Protection
and more

89. Twin Feathers Consulting Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Company Founded: 1998

Company Size: 1-10

Company Address: 13200 Metcalf Avenue, Overland Park, Kansas, United States

Twin Feathers Consulting Inc. Contact Details

Name Title LinkedIn Phone Email
Tina Schmitt Supply And Risk Management
Requires/Intent
HR & Talent Acquisition
Financial Forecasting & Modeling
and more

90. The Advisor Protocol

Industry: Financial Services

Location: Overland Park, Kansas

Website: advisorprotocol.com

Company Founded: 2014

Company Size: 1-10

Company Address: 7450 West 130th Street, Overland Park, Kansas, United States

The Advisor Protocol Contact Details

Name Title LinkedIn Phone Email
Aaron Grady Vice President Of Advisor Consulting
Requires/Intent
Financial Planning & Retirement Solutions
ERP For Financial Institutions
Automation & Workflow Optimization
and more

91. Financial Fitness For Life

Industry: Financial Services

Location: Overland Park, Kansas

Website: fitrusts.com

Company Founded: 2018

Company Size: 11-50

Company Address: 6201 College Boulevard, Overland Park, Kansas, United States

Financial Fitness For Life Contact Details

Name Title LinkedIn Phone Email
Dakota Warnken Financial Consultant
Joshua Zdeb Financial Consultant
Requires/Intent
Compliance & Regulatory Advisory
Marketing Services
Quality Control & Assurance
Mobile App Development For Financial Services
Blockchain & Cryptocurrency Solutions
and more

92. Dart Intermodal

Industry: Financial Services

Location: Overland Park, Kansas

Website: dartintermodal.com

Company Size: 11-50

Company Address: 11113 West 122nd Terrace, Overland Park, Kansas, United States

Dart Intermodal Contact Details

Name Title LinkedIn Phone Email
Justin Ellingson Intermodal Manager
Requires/Intent
Mortgage & Loan Processing
Debt Collection & Recovery
Marketing Services
and more

93. Baker Group Merger And Acquisition Consultants, Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: bakergroupmac.com

Company Founded: 1988

Company Size: 11-50

Company Address: 6900 College Boulevard, Overland Park, Kansas, United States

Baker Group Merger And Acquisition Consultants, Inc. Contact Details

Name Title LinkedIn Phone Email
Daniel Baker Vice President
Elizabeth Albrecht Senior Financial Analyst
Gage Holler Vice President Of Client Development
Requires/Intent
Corporate Finance Strategy
Insurance & Underwriting Services
Securities Trading & Brokerage
Wealth Management
Hedge Fund & Private Equity Consulting
and more

94. Insight Financial Services (ifs)

Industry: Financial Services

Location: Overland Park, Kansas

Company Founded: 2006

Company Size: 1-10

Company Address: 7101 College Boulevard, Overland Park, Kansas, United States

Insight Financial Services (ifs) Contact Details

Name Title LinkedIn Phone Email
Jace Champlin Private Wealth Manager
Greg Keal Director Of Planning Services - Risk Management
Requires/Intent
Loan Origination & Servicing Platforms
Investment Advisory
Accounting Services
Financial Forecasting & Modeling
Cybersecurity & Data Protection
and more

95. True Peace Financial Solutions

Industry: Financial Services

Location: Overland Park, Kansas

Website: truepeacefinancial.com

Company Founded: 2011

Company Size: 1-10

Company Address: 7450 West 130th Street, Overland Park, Kansas, United States

True Peace Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Rick Meireis Director Of Media And Communications
Requires/Intent
Asset Management
Financial Auditing & Reporting
Mobile App Development For Financial Services
Banking & Payment Processing
and more

96. Fairway At Corporate Woods

Industry: Financial Services

Location: Overland Park, Kansas

Company Size: 11-50

Company Address: 9393 West 110th Street, Overland Park, Kansas, United States

Fairway At Corporate Woods Contact Details

Name Title LinkedIn Phone Email
Casey Ganz Mortgage Banker
Requires/Intent
Quality Control & Assurance
Performance Tracking & KPI Analytics
Treasury & Cash Flow Management
Marketing Services
and more

97. Cardconnect-kc Division

Industry: Financial Services

Location: Overland Park, Kansas

Company Founded: 2002

Company Size: 1-10

Company Address: 7300 College Boulevard, Overland Park, Kansas, United States

Cardconnect-kc Division Contact Details

Name Title LinkedIn Phone Email
Mike Davis Vice President Of Business Development
Dave Hartley Account Manager
Courtney Hamilton Sales Account Representative
Requires/Intent
Technology Consulting
Financial Planning & Retirement Solutions
Hedge Fund & Private Equity Consulting
and more

98. Blw Wealth Management

Industry: Financial Services

Location: Overland Park, Kansas

Website: blwinvestments.com

Company Founded: 1998

Company Size: 1-10

Company Address: 9393 West 110th Street, Overland Park, Kansas, United States

Blw Wealth Management Contact Details

Name Title LinkedIn Phone Email
Aida Mehovic Disability Insurance Coordinator
Requires/Intent
Securities Trading & Brokerage
Financial Forecasting & Modeling
Document Management & E-signature Solutions
and more

99. Balanced Financial Planning, Inc.

Industry: Financial Services

Location: Overland Park, Kansas

Website: bfplanning.com

Company Founded: 2004

Company Size: 1-10

Balanced Financial Planning, Inc. Contact Details

Name Title LinkedIn Phone Email
Jo Fritz Partner
Sina Polyakov Executive Assistant
Requires/Intent
ERP For Financial Institutions
Employee Training & Workforce Development
Data Analytics & Business Intelligence
Hedge Fund & Private Equity Consulting
and more

100. Legacy Investment Partners Llc

Industry: Financial Services

Location: Overland Park, Kansas

Website: legacyip.com

Company Founded: 2004

Company Size: 1-10

Company Address: 6240 West 135th Street, Overland Park, Kansas, United States

Legacy Investment Partners Llc Contact Details

Name Title LinkedIn Phone Email
David Goeglein Financial Analyst
Dave Baker Managing Partner
Brenda Black Managing Partner
Requires/Intent
Blockchain & Cryptocurrency Solutions
AI-powered Financial Insights
Debt Collection & Recovery
Sales & Lead Generation Strategy
and more
Unlock verified email addresses and phone numbers of key decision-makers and organizations to drive your business forward.
Tell us your target industry, and we'll connect you with the right contacts to accelerate your growth.
Email us at david@businesscontacts.io
Copy email
and achieve your business objectives seamlessly.

Overland Park Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Marty Bicknell Mariner Wealth Advisors Founder, Chief Executive Officer And President
2 Katie Fitzgerald Mariner Wealth Advisors Partner And Senior Wealth Consultant
3 Aamsâ Ethan Hutcheson Mariner Wealth Advisors Senior Wealth Consultant
4 Kevin Ward Mariner Wealth Advisors Senior Wealth Consultant
5 Tracy Hutton Mariner Wealth Advisors Senior Talent Manager
6 Whitney Reagan Mariner Wealth Advisors Manager, Investment Training And Education
7 Jeff Poe Mariner Wealth Advisors Chief Financial Officer
8 Sean Selters Leaderone Financial Business Development And Sales Manager And Senior Mortgage Banker
9 Hudson Murphy Leaderone Financial Producing Branch Manager
10 Scott Moulton Leaderone Financial Regional Sales Manager
11 Angela Sherer Leaderone Financial Mortgage Consultant
12 Dan Zufall Leaderone Financial Producing Branch Manager And Leader Of The Intelligent Mortgage Planning Team
13 Michelle Oddo Leaderone Financial Senior Mortgage Banker And Branch Manager
14 Jason Bower Leaderone Financial Mortgage Banker
15 Sergio Avila Rts Financial Team Lead
16 Nim Johal Rts Financial Business Development Associate
17 Sam Pudenz Rts Financial Business Development Manager
18 Daniel Stovall Rts Financial Regional Sales Manager
19 Devin Rose Rts Financial Business Development Manager
20 Nick Lawrance Rts Financial Business Development Manager
21 Patrick Haverty Rts Financial Business Development Manager-team Lead
22 Shelby Laquitara Multi Service Product Manager
23 Bryan Stober Multi Service Principal Engineer Ii
24 Jim Goge Multi Service Senior Vice President Global Sales
25 Binu Panthi Multi Service Customer Support Representative
26 Tommy Gardner Multi Service Recruiter
27 Virginia Duffy Multi Service Client Accounts Receivable Specialist I
28 David Robaska Multi Service Product Manager
29 Brittany Ramirez Strategic Capital Business Development Manager
30 Whitney Bryant Strategic Capital Business Development Manager
31 Natalie Collins Strategic Capital Business Development Manager
32 Austin Moss Strategic Capital Chief Executive Officer
33 Hannah Patterson Strategic Capital Business Development Manager
34 John Graham Strategic Capital Director Of Business Development | Iso Relations
35 Alex Trigg Strategic Capital Director Of Commercial Lending
36 Glenn Spencer Prime Capital Investment Advisors Chief Executive Officer
37 Mark Kipp Prime Capital Investment Advisors Investment Advisor
38 Joey Zdeb Prime Capital Investment Advisors Financial Advisor
39 Matt Waters Prime Capital Investment Advisors Wealth Advisor
40 Darin Henderson Prime Capital Investment Advisors Financial Advisor

Financial Services companies in different cities of Kansas

No. Industry Number of Contacts Download
1 Financial services Companies in Wichita 11136
2 Financial services Companies in Leawood 11136
3 Financial services Companies in Topeka 6032
4 Financial services Companies in Lenexa 5568
5 Financial services Companies in Kansas City 1392
6 Financial services Companies in Olathe 928
7 Financial services Companies in Lawrence 2320
8 Financial services Companies in Mission 1856
9 Financial services Companies in Manhattan 1856
10 Financial services Companies in Prairie Village 1392
11 Financial services Companies in Hays 464
12 Financial services Companies in Merriam 928