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Steven Nelson Palmer

Atwood & Palmer, Inc.

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About Steven Nelson Palmer

Steven Nelson Palmer is a registered investment advisor representative with Atwood & Palmer, Inc.. Steven has been in the industry since March 1990. Steven is currently registered in Missouri and Texas. Steven has specializations in providing financial planning, portfolio management for individuals and businesses, and charitable planning.

Firm Information

Steven Palmer is currently registered with Atwood & Palmer, Inc.. Atwood & Palmer, Inc. is an investment advisor headquartered in KANSAS CITY, MO. The firm manages over $1.44 billion in assets for 1,176 accounts, primarily for high-net-worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services for both businesses and individuals. The firm's website addresses are HTTP://TWITTER.COM/ATWOODPALMER, HTTPS://WWW.LINKEDIN.COM/COMPANY/ATWOOD-&-PALMER-INC-/, and HTTP://WWW.ATWOODPALMER.COM.
Atwood & Palmer, Inc.

4520 MADISON AVENUE

KANSAS CITY, MO 64111-3541

$1.44B

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.

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Steven Palmer’s Registration & Firm History

MO

07/15/2004 - Present

Atwood & Palmer, Inc. (KANSAS CITY MO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Nelson Palmer.
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