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Jim Powers Email & Phone Number

Wealth Advisor; Retirement Planning; Estate Planning at Wealth Management Group of KC, Inc

Location: Overland Park, Kansas, United States 8 work roles 4 schools

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✓ Verified July 2026 3 data sources Profile completeness 100%

Current company

Wealth Management Group of KC, Inc

Role

Wealth Advisor; Retirement Planning; Estate Planning

Location

Overland Park, Kansas, United States

Who is Jim Powers? Overview

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Quick answer

Jim Powers is listed as Wealth Advisor; Retirement Planning; Estate Planning at Wealth Management Group of KC, Inc, based in Overland Park, Kansas, United States. AeroLeads shows a matched LinkedIn profile for Jim Powers.

Jim Powers previously worked as Wealth Advisor - James A. Powers, CFP®, CRPC, CKA ® at Wealth Management Group Of Kc, Inc and Training Assistant at Focus Seminars Of Kc, Inc. Jim Powers holds Chartered Retirement Planning Consultant, Retirement Planning from College For Financial Planning.

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Wealth Management Group of KC, Inc

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Profile bio

About Jim Powers

Specialties: Retirement Planning, Wealth Management, Investment Consulting, Business Planning, Estate Planning and Charitable Giving*Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC.Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.Cambridge and Wealth Management Group of KC. Inc. are not affiliated.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Listed skills include Retirement Planning, Financial Planning, Investments, Wealth Management, and 3 others.

Current workplace

Jim Powers's current company

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Wealth Management Group Of Kc, Inc

Wealth Advisor; Retirement Planning; Estate Planning

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8 roles · 28 years

Jim Powers work experience

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Wealth Advisor - James A. Powers, Cfp®, Crpc, Cka ®

Current

Wealth Management Group Of Kc, Inc

Overland Park, Kansas, Us

Background: With more than 28 years of financial advisory experience, earning a CERTIFIED FINANCIAL PLANNER Practitioner certification and Chartered Retirement Planning Counselor designation, I have a depth of financial planning technical product knowledge ranging from cash and investments to retirement distribution and business succession strategies. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC.Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.Cambridge and Wealth Management Group of KC. Inc. are not affiliated.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Aug 2012 - Present

Training Assistant

Focus Seminars Of Kc, Inc

Us

Sep 2006 - 2014

Private Wealth Advisor

Lincoln Financial Group

Radnor, Pa, Us

Our Service Model: We provide clients with custom retirement and business owner planning services through all stages of life and careers. We focus on clients who are looking for a comprehensive financial planning relationship, and we offer an asset-based fee in lieu of commissions, so we grow together over time.

Sep 2005 - Aug 2012

Consultant

Advent Financial Services

Kansas City, Mo, Us

2009 - 2010 ~1 yr

Director

H & R Block

Kansas City, Mo, Us

1999 - 2005 ~6 yrs

Director Marketing & Practice Management Brokerage

Ameriprise Financial Services, Inc.

Minneapolis, Mn, Us

Apr 1990 - Aug 1999

Personal Financial Planner

Ameriprise Financial Services, Inc.

Minneapolis, Mn, Us

Jul 1987 - Apr 1990

Grain Buyer

Bunge Brasil

Chesterfield, Missouri, Us

Jun 1984 - Jul 1987

4 education records

Jim Powers education

Chartered Retirement Planning Consultant, Retirement Planning

College For Financial Planning

Certified Financial Planner, Comprehensive Financial Planning

College For Financial Planning

Bachelor Of Agricultural Business Administration, Finance

University Of Minnesota

Finance

Augsburg University

FAQ

Frequently asked questions about Jim Powers

Quick answers generated from the profile data available on this page.

What company does Jim Powers work for?

Jim Powers works for Wealth Management Group of KC, Inc.

What is Jim Powers's role at Wealth Management Group of KC, Inc?

Jim Powers is listed as Wealth Advisor; Retirement Planning; Estate Planning at Wealth Management Group of KC, Inc.

Where is Jim Powers based?

Jim Powers is based in Overland Park, Kansas, United States while working with Wealth Management Group of KC, Inc.

What companies has Jim Powers worked for?

Jim Powers has worked for Wealth Management Group Of Kc, Inc, Focus Seminars Of Kc, Inc, Lincoln Financial Group, Advent Financial Services, and H & R Block.

How can I contact Jim Powers?

You can use AeroLeads to view verified contact signals for Jim Powers at Wealth Management Group of KC, Inc, including work email, phone, and LinkedIn data when available.

What schools did Jim Powers attend?

Jim Powers holds Chartered Retirement Planning Consultant, Retirement Planning from College For Financial Planning.

What skills is Jim Powers known for?

Jim Powers is listed with skills including Retirement Planning, Financial Planning, Investments, Wealth Management, Estate Planning, Strategic Financial Planning, and Finra.

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