portrait of Brian Ross
FINANCIAL ADVISOR

Brian Ross

CFP®, AAMS™, CRPC™
3550 NE Ralph Powell Rd, Suite 200, Lees Summit, MO 64064opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Animal Rescue
  • Electronics
  • Movies & Entertainment
  • News & Media
  • Pets

Team Members

  • Elizabeth Hink
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(816) 272-6219

Fax

(888) 641-4824

Office Address

3550 NE Ralph Powell Rd
Suite 200
Lees Summit, MO 64064opens in a new window

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