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Eric Randall Riner

Advisor at Brookside Wealth Management LLC — Kansas City, MO

Updated today

Credentials

Series 66

Experience

2 years

Location

Kansas City, MO

Brookside Wealth Management LLC

Independent

Total advisors

1

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Eric Riner is a financial advisor at Brookside Wealth Management LLC in Kansas City, MO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at UMB Private Wealth Management, UMB Financial Services, and UMB Bank, where he worked for over a decade. Outside of his advisory work, he operates Nelson Hill LLC, a business specializing in handmade leather golf goods. Brookside Wealth Management advises individuals and families, including those preparing for or living in retirement, as well as small businesses, trusts, and estates. The firm focuses on fundamental and economic analysis, strategic asset allocation, and long-term portfolio management, offering both discretionary portfolio management and separate financial planning services tailored to clients’ objectives and tax considerations.

Client services

Based on Brookside Wealth Management LLC

Financial planning Portfolio management

Expertise

Based on Brookside Wealth Management LLC

General retirement planning Retirement income strategy Social Security optimization Medicare planning

Occupation focus

Based on Brookside Wealth Management LLC

Retired Founder/Business Owner

Demographic focus

Based on Brookside Wealth Management LLC

Approaching retirement

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Fee options

Percentage

0.50% annually

Subscriptions

$200 per month, billed monthly for a 12-month financial planning engagement ($2,400 total)

Location

Kansas City, MO

Kansas City MO

Advisors at this office

1

Most active in

Missouri

Work history

2 years of industry experience

Brookside Wealth Management LLC

2026 - Present • 1 year

Kansas City, MO

UMB Private Wealth Management, LLC

2026 - 2026 • 1 year

Kansas City, MO

UMB Financial Services Inc

2023 - 2026 • 3 years

Kansas City, MO

Nelson Hill LLC

2020 - Present • 6 years

Kansas City, MO

UMB Bank

2013 - 2026 • 13 years

Kansas City, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Scott S

CFP®, JD

Leawood, KS

Oread Wealth Partners

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

Business ownership considerations General tax planning Cash flow / budgeting Business sale tax planning General retirement planning Founder/Business Owner Doctor or Medical Professional Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals

Chris K

Series 65

Overland Park, KS

RPR Financial

Chris Knowles is a Wealth Advisor at RPR Financial with a Series 65 license and industry experience going back to 2008. He has worked at RPR since 2018. Outside of his advisory work, Chris has served as a Director for the Santa Fe Trail Blazers, a 501c(3) organization devoted to youth sports. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented, actively managed investment approach.

Wealth management Cross-border & expatriate issues General estate planning guidance Founder/Business Owner Self-Employed Retired
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Andrew H

CFP®, Series 66, Series 7, CFS®

Overland Park, KS

OSAIC

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at LPL Financial and Woodbury Financial Services, Inc., and has operated Hadel Financial, providing life insurance and business continuation strategies since 2009. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Wealth management Retirement income strategy Tax strategies for small businesses Business succession planning Inherited wealth Retired Executive Doctor or Medical Professional Engineering Professional Founder/Business Owner Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980)
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Amy W

CFP®, Series 66

Overland Park, KS

Prairie Ridge Asset Management, LLC

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Business succession planning
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Michael H

Series 63, Series 66

Overland Park, KS

Penn Wealth Management

Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.

College savings (529s, UTMA, etc.) General tax planning Active portfolio management Union Employee
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John C

CFP®, CFA®

Leawood, KS

Wolf Bay Wealth Partners

John Clark is a CFP® and CFA® with two years of experience as a financial advisor at Wolf Bay Wealth Partners. He is also an Associate Professor of Finance at the University of Missouri - Kansas City, where he has taught since 2009 and serves as a faculty supervisor for the university’s Student Fund. Wolf Bay Wealth Partners is an independent firm offering investment management, financial planning, and educational seminars to a diverse client base including institutions, nonprofits, corporations, and individuals. The firm uses both passive and active strategies, applying analytical methods such as fundamental and technical analysis, factor modeling, and modern portfolio theory to design client-specific investment policies.

Business ownership considerations Tax strategies for small businesses Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner
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