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Kyle Andrew Sanders

Advisor at Mader & Shannon Wealth Management — Kansas City, MO Grand Ave.

Updated today

Credentials

Series 65

Experience

10 years

Location

Kansas City, MO 64112

Mader & Shannon Wealth Management logo

Mader & Shannon Wealth Management

Team

Total advisors

8

Across 4 offices

Clients per advisor

42 Low

Avg AUM per client

$713,161 Low

HNW client ratio

25% Typical

About

Kyle Sanders is a financial advisor at Mader & Shannon Wealth Management in Kansas City, MO, holding a Series 65 credential with 10 years of industry experience. He has been with Mader & Shannon since 2011. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges and also offers specialist services such as expert witness testimony.

Client services

Based on Mader & Shannon Wealth Management

Financial planning Portfolio management

Expertise

Based on Mader & Shannon Wealth Management

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

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Fee options

Fixed

Fixed flat fee for some predetermined services (example: Retirement Cash Flow Projections)

Percentage

$0 - $1 million: 1.00% $1 million - $2 million: 0.80% $2 million+: 0.60%

Project-based

$125-$250 per hour depending on the nature of the services provided

Other

Fee-only: $125-$250 per hour depending on services; some fixed flat fees for predetermined services (e.g., Retirement Cash Flow Projections)

Location

See office

Kansas City, MO Grand Ave.

4717 Grand Ave., Ste 800

Kansas City MO 64112

Advisors at this office

3

Most active in

Missouri · Texas

Work history

10 years of industry experience

Mader & Shannon Wealth Management

2015 - Present • 11 years

Kansas City, MO

Mader & Shannon Wealth Management

2011 - Present • 15 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
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Andrew H

CFP®, Series 66

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 Woodbury Financial Services, Inc. for 15 years and spent a year with LPL Financial. He also operates Hadel Financial, providing services related to life insurance and business continuation strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party resources to manage portfolios across a range of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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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David J

Series 65

Lees Summit, MO

Island Insight Wealth LLC

David Jacobberger is a financial advisor at Island Insight Wealth LLC in Lees Summit, MO. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Precision Wealth Advisors and Producers Financial Network. Island Insight Wealth LLC provides discretionary portfolio management and integrated financial planning primarily for individuals, families, and retirees. The firm uses quantitative analysis and proprietary machine-learning models to guide investment decisions, managing accounts on a discretionary basis with a focus on ETFs, mutual funds, individual equities, and fixed-income securities.

General retirement planning Retirement income strategy Active portfolio management Factor investing / smart beta Retired
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