Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Leawood, KS
Leawood Financial Advisors
Strategic Financial Partners
4000 W. 114th Street, Suite 180
Leawood, KS 66211
(913) 322-9177
Advisor Profile
William Eckert II
Name:  William Eckert II
Phone Number:  (913) 322-9177
Website:  Visit Website
Disclaimer
William Eckert is a registered representative and investment advisor representative of Securian Financial Services, Inc. 4000 W 114th Street Leawood KS 66211 USA. Strategic Financial Partners Kansas City is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Securities and investment advisory services offered through Securian Financial Services, Inc. member FINRA/SIPC. 2599474 DOFU 06-2019 Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

About Strategic Financial Partners

Strategic Financial Partners of Kansas City is owned by Bill Eckert who has been a financial advisor since 1987.

Strategic Financial Partners of Kansas City is a financial services firm that specializes in the integration and coordination of insurance protection, wealth management, and estate and charitable planning.

Holistic approach: quarterback for Legal, Tax, Accounting, Insurance and Investments. We also help multigenerational families with complex issues such as business succession planning, generational wealth transfer, and charity legacy planning.

SOME THINGS WE CAN HELP YOU WITH: 1. Potentially eliminate capital gains taxes on the sale of long-term assets. 2. Create tax deductions and for future years. 3. Help protect your IRA from double taxation. 4. Avoid probate. 5. Create an income through trust strategies. 6. Show you how Charitable Giving Strategies can help minimize your taxes and maximize your legacy.
 

General Information

CRD#:    1771909
Firm CRD#:    15296
SEC File#:    1771909
Insurance License#:    130610
Name of Broker/Dealer:    Securian Financial Services
Name of Custodial Firm:    Pershing LLC
States Licensed in:    Al, AZ, CA, CO, FL, IL, IN, IA, KS, ME, MI, MN, MO, ME, NV, NM, NY, OH, OK, OR, SC, SD, TX, VA, WA, WI
States Willing to do Business in:    Belton,Blue Springs,Bonner Springs,De Soto,Edgerton,Eudora,Grandview,Independence,Kansas City,Lansing,Lees Summit,Lenexa,Linwood,Louisburg,Mission,Olathe,Overland Park,Peculiar,Prairie Village,Raymore,Shawnee,Spring Hill,Stilwell
Years of Experience in Financial Services:    32
Number of Years with Current Firm:    6
Work Experience:    Since 1987: Wealth Management, Retirement Income Maximization, Tax Reducing Strategies, Family Legacy
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Advisor in Philanthrophy CAP
Securities Licenses:    Series 65, Series 6, Series 7, Series 63
Insurance and Annuity Licenses:    Disability, Variable Life, Variable Annuity, Life, Long Term Care, Annuity
Financial Organization Memberships:    Society of Financial Services Professionals, National Association of Insurance and Financial Advisors (NAIFA), MDRT
Non-Financial Organization Memberships:    University of Kansas Veterans Alumni Chapter, KAMO Adventures, Mid-America Charitable Gift Planners, National Association of Charitable Gift Planners
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1%-1.5%
Additional Details on Charges:    Commissions
 
 
 
Prepared By: William Eckert II

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.