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SP

Steven N. Palmer

ATWOOD & PALMER
Kansas City, MO 64111-3541
Some features on this profile are disabled
CRD#: 4346569
SP

Professional summary

Steven Nelson Palmer, CFA is a registered financial advisor currently at ATWOOD & PALMER, INC. located in Kansas City, Missouri.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Steven has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Nelson Palmer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

November 1, 1995 - Present

ATWOOD & PALMER, INC.

Office #1: 4520 Madison Avenue Suite 200, Kansas City, MO 64111-3541
RIA
CRD#: 104995
Kansas City, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
A&
ATWOOD & PALMER, INC.
ATWOOD & PALMER INC | ATWOOD & PALMER, INC.

CRD#: 104995 / SEC#: 801-36665

RIA
Registered Investment Advisory firm - (5/29/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Missouri
(11/1/1995)
IAR
Texas
(7/15/2004)

Exams

Current Firm

A&
ATWOOD & PALMER, INC.
ATWOOD & PALMER INC | ATWOOD & PALMER, INC.

CRD#: 104995 / SEC#: 801-36665

RIA
Registered Investment Advisory firm - (5/29/1990 Approved)
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Contact information

Main Address
4520 Madison Avenue Suite 200, Kansas City, MO 64111-3541
Mailing Address
Phone number
(816) 931-2266
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/15/2025)

Regulatory assets under management

Total Number of Accounts1,257
AUM (Assets Under Management)$ 1,723,355,253

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ATWOOD & PALMER, INC.

CRD#: 104995Kansas City, MO 64111-3541

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