
Scott M Sheldon
Kansas City, MO 64116 call Scott M Sheldon at (816) 584-9600 Request an Appointment
My commitment to my clients is to support and deliver on our value of providing a holistic approach to achieving their goals. I strive to understand your interests and goals for you and your family, which will form the basis for our relationship. I will be there every step of the way to develop and carry out a long-term strategy to keep you on track.
I look forward to serving clients who are interested in making long-term investments – aligned to their strategies – as part of a relationship built on mutual respect. My drive and desire is fueled by seeing my clients with a feeling of comfort knowing they have a strategy in place to achieve their goals.
Outside of the office, you'll likely find me and my wife, Callie, active in some sort of sport or activity. We both love to golf and play pickleball and when the weather turns cold, I love getting on the ice and playing hockey. I try to be involved in our community and am an active member of the Riverside Area Chamber of Commerce.
I would love the opportunity to sit down and discuss my philosophy and to have the chance to get to know more about you. Please give my office a call and we'd be happy to schedule a time for us to meet. We can be reached at (816) 584-9600. I look forward to speaking with you.
Focus areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- New Investors
My Personal Interests
- Spending Time with Family
- Golfing
- Hockey
- Traveling
- Pickleball
Office Information
Office Address
4151 N Mulberry Dr Ste 206Kansas City, MO 64116
Phone Number
Scott M Sheldon at (816) 584-9600Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.
Learn More