BMG Advisors | Plan Your Story
Financial Services
Kansas City, Missouri, United States
21 employees
- Employees
- 21
- Contacts
- 2
- Emails
- 2
- Phones
- 2
BMG Advisors | Plan Your Story Overview
- Headquarters
- Kansas City, Missouri, United States
- Phone Number
- Available in AeroLeads
- Website
- bmgadvisors.com
- Industry
- Financial Services
- Employees
- 21
- Founded
- 2018
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About BMG Advisors | Plan Your Story
BMG Advisors is an Independent Financial Advisory and Wealth Management Firm in the Kansas City, MO area affiliated with LPL Financial. At BMG, we know everyone has a story. We strive to know yours, so we can help you plan for it. **Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.**
BMG Advisors | Plan Your Story Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
BMG Advisors | Plan Your Story Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Valerie Escobar, Cfp® | Senior Wealth Advisor @ Bmg Advisors | Kansas City, Missouri, United States |
View
|
| Adam Hawley, Cpfa® | Partner at Bmg Advisors, Co-founder @Liftkc.org. Current Board Director @Reconciliation Services, @Mocsa, and @Mokan Basketball. Past Board Chair | Kansas City, Missouri, United States |
Email
Phone
|
| Brett Wacha, Cfp®, Cepa® |
View
|
||
| Chris J. Robb | Wealth Advisor | Kansas City Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
4 profiles
Manager
3 profiles
Executive
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
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