portrait of Shannon M Sundberg
FINANCIAL ADVISOR

Shannon M Sundberg

CAP®
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Charitable Giving

Certifications

  • CAP®

    Chartered Advisor in Philanthropy®

Team Members

  • Haley Creed
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
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

Phone

(816) 795-2470

Fax

(877) 372-7826

Office Address

4200 Little Blue Pkwy
Suite 510
Independence, MO 64057opens in a new window

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