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Mader & Shannon Wealth Management

Headquartered in KANSAS CITY, MO

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Firm Information

Mader & Shannon Wealth Management is an independent wealth management firm based in Kansas City, MO. With a focus on financial planning, portfolio management for businesses and individuals, the firm manages approximately $228 million in assets for a client base that includes high-net-worth individuals, corporations, pension plans, and other investment advisors. The firm is led by a team of experienced professionals who are committed to providing personalized investment solutions tailored to meet the unique needs of each client.

Mader & Shannon Wealth Management

4717 GRAND AVE.

KANSAS CITY, MO 64112

$228.55M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

MADER & SHANNON WEALTH MANAGEMENT has a total of 3 branch locations across the country.
location

LEANDER, TX

location

KANSAS CITY, MO

location

Colorado Springs, CO

Advisors at Mader & Shannon Wealth Management

View All 7 Advisors
Unclaimed
Daniel Bruce Kennedy

RA

KANSAS CITY, MO

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Michael Lynn Batsell

RA

LEANDER, TX

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Tyler Zimmerman

RA

KANSAS CITY, MO

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John Russell Martin

RA

KANSAS CITY, MO

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Bret A. Guillaume

CFP®, RA

KANSAS CITY, MO

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Kyle Andrew Sanders

RA

KANSAS CITY, MO

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Matthew William Stevens

RA

KANSAS CITY, MO

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Unclaimed
James W Mader

CFC®, RA

KANSAS CITY, MO

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Disclosures

There are no public disclosures for Mader & Shannon Wealth Management.

Frequently Asked Questions (5)

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