YOUR FINANCIAL PARTNERSHIP

YOUR FINANCIAL PARTNERSHIP of LEES SUMMIT, MO is an SEC-registered investment adviser (CRD 297089). Regulatory assets under management: $9.2M.

Registration

• CRD: 297089
• Type: Registered investment adviser
• Location: 210 SW MARKET ST., LEES SUMMIT, MO, 64063-2314
• Phone: 816-208-8846
• Latest filing: 2026-03-24
• Regulatory AUM: $9.2M
• Discretionary AUM: $9.2M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297089 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search