portrait of Kelly A Tate
FINANCIAL ADVISOR

Kelly A Tate

CFP®, ChFC®, CLU®
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Focus Areas

  • Divorce Finances
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities

Certifications

  • CFP®

    Certified Financial Planner™

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

Personal Interests

  • Traveling
  • Snorkeling
  • Reading
  • Personal Fitness
  • Art & Theater

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Fax

(855) 225-9151

Branch Team

  • Heather Bermudez
    Sr. Branch Office Administrator

Office Address

7400 College Blvd
Suite 360
Overland Park, KS 66210opens in a new window

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