11460 Tomahawk Creek Pkwy. Ste. 420 Leawood, KS

Client Relationship Summary

The Client Relationship Summary (ADV Part 3) is a document designed by the Securities and Exchange Commission (SEC) to assist clients in broadly understanding the services we provide and the fees we charge as part of their initiative to raise awareness of advisors in our industry.

Please click on this link to access our current version of the Client Relationship Summary.

You may contact us at (913) 428-3300 to request an additional copy of this document or if you have any questions for our team.