KS
Kyle A. Sanders
MADER & SHANNON WEALTH MANAGEMENT
Kansas City, MO 64112
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CRD#: 6560241
KS
Professional summary
Kyle Andrew Sanders is a registered financial advisor currently at MADER & SHANNON WEALTH MANAGEMENT located in Kansas City, Missouri.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kyle has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Andrew Sanders's 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®
NoneExperience
Current
October 27, 2015 - Present
MADER & SHANNON WEALTH MANAGEMENT
Office #1: 4717 Grand Ave. Ste 800, Kansas City, MO 64112RIA
CRD#: 123741
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".
M&
MADER & SHANNON WEALTH MANAGEMENT
MADER & SHANNON WEALTH MANAGEMENT | MADER FINANCIAL GRP. INC. | MADER FINANCIAL ADVISORS, INC. | MADER & SHANNON WEALTH MANAGEMENT, INC.
CRD#: 123741 / SEC#: 801-67482
RIA
Registered Investment Advisory firm - (1/12/2007 Approved)Kansas
Registered Investment Advisory firm - (2/15/2007 Terminated)Missouri
Registered Investment Advisory firm - (2/15/2007 Terminated)Nevada
Registered Investment Advisory firm - (2/15/2007 Terminated)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(10/27/2015)
IAR
Texas(10/27/2015)
Current Firm
M&
MADER & SHANNON WEALTH MANAGEMENT
MADER & SHANNON WEALTH MANAGEMENT | MADER FINANCIAL GRP. INC. | MADER FINANCIAL ADVISORS, INC. | MADER & SHANNON WEALTH MANAGEMENT, INC.
CRD#: 123741 / SEC#: 801-67482
RIA
Registered Investment Advisory firm - (1/12/2007 Approved)Kansas
Registered Investment Advisory firm - (2/15/2007 Terminated)Missouri
Registered Investment Advisory firm - (2/15/2007 Terminated)Nevada
Registered Investment Advisory firm - (2/15/2007 Terminated)PREMIUM
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Contact information
Main Address
4717 Grand Ave. Ste 800, Kansas City, MO 64112
Mailing Address
Phone number
(816) 751-0585
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 863 |
| AUM (Assets Under Management) | $ 269,447,301 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MADER & SHANNON WEALTH MANAGEMENT
CRD#: 123741Kansas City, MO 64112TRUST BUT VERIFY
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