| Name | Title | Contact Details |
|---|
Few financial firms can boast a history dating back to 1864. Yet for over 155 years, FHN Financial has been dedicated to helping our customers achieve their fixed income goals. Whether you want to buy or sell securities, need help managing your balance sheet, or seek to limit interest rate risk, we can deliver the appropriate products and services, precisely tailored to your needs. We`re confident you won`t find a more responsive, customer-focused fixed income shop anywhere. FHN Financial is an industry leader in fixed income sales, trading, and strategies for institutional customers in the US and abroad. We also provide investment services and balance sheet management solutions. With an average daily trading volume of $7+ billion, FHN Financial customers include approximately 50% of all US banks.
Security Bank of Kansas City is a locally and privately-owned, state-chartered community bank with over 40 locations and ATMs. We are proud to be HOME GROWN serving the Greater Kansas City area, as well as St. Joseph, Lees Summit, Smithville and Paola. Security Bank of Kansas City is born from a single idea — a local bank serving the communitys needs. We offer a variety of accounts, loans, personal service, and digital banking solutions to fit the needs of our customers. Security Bank of Kansas City is an Equal Housing Lender. Member FDIC.
Legion Capital (Ticker Symbol: LGCP) is a publicly traded FinTech enabled private equity lender focused on specialized lending to real estate developers, business owners, and entrepreneurs. We provide bridge funding, acquisition, development and growth capital to companies and projects in targeted industries. Legion also takes equity ownership in select companies and projects.
The Elements Financial Planning System gives financial advisors what they need to demonstrate recurring value and a next-gen experience for their clients.
LeafHouse Financial Advisors is an independent Registered Investment Advisor that specializes in acting as a third-party fiduciary for corporate and non-profit retirement plans. Our firm is unique in that we thoroughly embrace the fiduciary standard and commit ourselves to always act in our clients` best interests. We strive to avoid the conflicts of interest that have plagued the financial industry for so long. Fiduciary Services for Retirement Plans – LeafHouse Financial Advisors is your 401(k) plan expert, serving as an ERISA consultant and third party fiduciary to retirement plans such as 401(k)s, 403(b)s, profit sharing plans, and more. We navigate the complex regulatory landscape, and help provide cost effective and transparent solutions while reducing legal risks. Retirement Advisor Management Partnership – LeafHouse partners with numerous advisory practices around the country in order to help them provide a higher level of service and fiduciary protection to their clients.