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Advisors in Basehor, Kansas
3 Results
Unclaimed

Osaic Institutions, Inc.

location

Basehor, KS

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

David Holstein is a financial advisor with Osaic Institutions, Inc. David has been a financial advisor for over 5 years and has a Series 7, Series 66 and SIE. David has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. David also provides financial planning services, educational seminars, and selection of other advisors. David is licensed in Kansas, Texas, California, Missouri. In addition to David's work as a financial advisor, David is also a firefighter.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

Osaic Institutions, Inc.

location

Basehor, KS

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Dustin Barker is a registered representative with Osaic Institutions, Inc. Dustin has been in the securities industry since August 2006. Dustin is also associated with First State Bank & Trust. Dustin specializes in providing investment advice to individuals, businesses and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

Retirement Planning Specialists - Midwest, LLC

location

BASEHOR, KS

0 Disclosures

ADVISOR BIO

Tressa Jo Wasson is a registered investment advisor representative at Retirement Planning Specialists - Midwest, LLC. Tressa has been in the industry since August 2011 and holds a Series 65 license. Tressa's specializations include Retirement Planning and Financial Planning. Tressa is also a registered insurance agent for RPS Insurance Solutions, LLC. Tressa has been providing financial advice to clients in Kansas, Missouri, Nebraska and Texas for over a decade. Tressa specializes in working with individuals and families. Tressa's clients describe her as a trusted advisor and a knowledgeable resource for all of their financial needs.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors