Stephen Douglas Black
Advisor at Cooper McManus — Overland Park, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
26 years
Location
Overland Park, KS 66213
Cooper McManus
Multi-team
Stephen Black is an investment advisor representative at Cooper McManus with 26 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, and VSR Financial Services among others. Black serves as president of the Leawood Rotary, a community volunteer organization. Cooper McManus provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment approach using a variety of securities and model portfolios tailored to client objectives.
Based on Cooper McManus
Financial Planning flat fees up to $400,000; Retirement Plan Consulting flat fees from $750 to $10,000
Some representatives receive commissions from securities sales and insurance products
Financial Planning up to $1,000/hour; Retirement Plan Consulting up to $250/hour
Account minimum: $5,000 Minimum fee: Financial Planning flat fees up to $400,000; Retirement Plan Consulting flat fees $750 to $10,000
Overland Park, KS
7304 W. 130th Street, Suite 350
Overland Park KS 66213
Advisors at this office
2
Kansas
26 years of industry experience
Cooper McManus
2024 - Present • 2 years
Irvine, CA
Cambridge Investment Research Inc.
2024 - Present • 2 years
Fairfield, IA
Arbor Point Advisors
2017 - 2024 • 7 years
Overland Park, KS
SECURITIES AMERICA, inc.
2017 - 2024 • 7 years
Overland Park, KS
Summit Financial Group, Inc.
2016 - 2017 • 1 year
Boca Raton, FL
Summit Brokerage Services, Inc.
2016 - 2017 • 1 year
Leawood, KS
VSR Financial Services, Inc.
2009 - 2016 • 7 years
KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")