Strategic Wealth Partners
Financial Services
2000 Shawnee Mission Pkwy
11 employees
- Employees
- 11
- Contacts
- 3
- Emails
- 3
Strategic Wealth Partners Overview
- Headquarters
- 2000 Shawnee Mission Pkwy
- Phone Number
- Available in AeroLeads
- Website
- thestrategicwealthpartners.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 2018
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Strategic Wealth Partners
Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. At Strategic Wealth Partners we can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future. But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time. Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.
Strategic Wealth Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Strategic Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jessica Ahrens | Executive Director of Client Services | Kansas City Metropolitan Area, United States |
Email
|
| Austin Klarin Clu, Ricp | Leveraging Unique Wealth Strategies | Kansas City Metropolitan Area, United States |
View
|
| Phillip Olson | Investment Operations Associate | Overland Park, Kansas, United States |
Email
|
| Andrew Watters, Cfp | Founding Partner/private Wealth Advisor | Kansas City, Missouri, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Associate / junior
2 profiles
Executive
1 profile
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
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