Avd Investments

Berthel Fisher & Company is a financial services firm based in Lawrence, KS, specializing in investment management and advisory services. With a focus on personalized financial planning, Berthel Fisher & Company helps clients navigate the complexities of wealth management and achieve their financial goals. Generated from their business information

Heartland Investments is a leading financial services firm based in Lenexa, KS, offering a wide range of wealth management and investment advisory services. With a team of experienced professionals, including fiduciary wealth managers, CPAs, and attorneys, they provide comprehensive solutions tailored to optimize clients' investments, taxes, and estate plans. Their personalized approach ensures that clients' wealth is working as hard as possible, delivering long-term financial success. Creative Planning, the parent company of Heartland Investments, is recognized as a pioneer in the finance industry, committed to providing clients with a richer journey towards wealth. Unlike other firms, they go beyond standard portfolios and set-it-and-forget-it plans, focusing on the destination and the journey. As fiduciaries, they prioritize clients' best interests, offering guidance that is always aligned with their financial goals. With over $245 billion in combined assets under management and advisement, Creative Planning serves clients across all 50 states and 75 countries worldwide.Generated from the website

Southlake Investments Spe LLC is a financial services company based in Lenexa, KS. Specializing in investment opportunities, the company offers a range of services to help clients manage and grow their portfolios. With a focus on strategic financial planning, Southlake Investments Spe LLC assists individuals and businesses in making informed decisions to achieve their financial goals. The company prides itself on providing personalized solutions tailored to each client's unique needs. Generated from their business information