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Daniel K

Series 65

Kansas City, MO

Mader & Shannon Wealth Management

Daniel Kennedy is a Series 65-licensed financial advisor with 15 years of industry experience, currently serving at Mader & Shannon Wealth Management since 2010. He is involved in a non-investment related business, USKK, Inc., which he dedicates time to during evenings. Mader & Shannon Wealth Management offers discretionary portfolio management and financial planning to individuals, corporations, and retirement plans. The firm employs an active management strategy focusing on individual securities using fundamental and technical analysis, and also provides specialized services such as expert witness testimony.

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

Series 63, Series 65

Colorado Springs, CO

Mader & Shannon Wealth Management

Leann Knuth is a financial advisor at Mader & Shannon Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Saxony Securities, Alexander LaBrunerie & Co., and Labrunerie Financial Services. Mader & Shannon Wealth Management manages approximately $269 million in discretionary assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs an active, discretionary investment approach focused on individual U.S. securities, combining fundamental and technical analysis with third-party research.

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

CFP®, Series 66

Kansas City, MO

Mader & Shannon Wealth Management

Bret Guillaume is a CFP® with 22 years of industry experience and holds the Series 66 designation. He has been with Mader & Shannon Wealth Management and its predecessor firms since 2004. The firm manages approximately $269 million in discretionary assets and serves individual and high-net-worth clients, corporations, and pension and profit-sharing plans. Mader & Shannon Wealth Management employs an active, discretionary investment approach that emphasizes individual securities on major U.S. exchanges and provides comprehensive retirement-plan services, including ERISA plan support.

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

Series 65

Kansas City, MO

Mader & Shannon Wealth Management

Kyle Sanders is a Series 65 licensed advisor at Mader & Shannon Wealth Management in Kansas City, MO, with 11 years of industry experience. He has been with Mader & Shannon Wealth Management since 2011. Mader & Shannon Wealth Management manages approximately $269 million in discretionary assets through a team of eight advisors, serving individual and high-net-worth clients, corporations, and pension and profit-sharing plans. The firm employs an active, discretionary approach to portfolio management, integrating fundamental and technical analysis with third-party research and offers comprehensive retirement-plan services including ERISA plan support.

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

Series 63, Series 65

Leander, TX

Mader & Shannon Wealth Management

Michael Batsell is a financial advisor at Mader & Shannon Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2010. Outside of his advisory role, he spends a significant portion of his time selling and marketing insurance products as a sole proprietor. 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 offers specialized services including expert witness testimony and sub-advisory management.

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

Series 63, Series 65

Kansas City, MO

Mader & Shannon Wealth Management

Matthew Stevens is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Mader & Shannon since 2014 and previously worked at Cadena Securities Services, LLC. Outside of his advisory role, he is involved in managing residential real estate investments through Patriot USA Properties, LLC and Bonner Ridge, LLC. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges, combining fundamental and technical analyses with third-party research.

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

Series 63, Series 65

Kansas City, MO

Mader & Shannon Wealth Management

John Martin is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with The Leaders Group Inc, Mader & Shannon Wealth Management, and JMC Group LLC. Outside of his advisory roles, he is the managing member of JMA Group, LLC, which sells life, disability, and long-term care insurance to retail customers and wholesale fixed insurance products to other agents. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and retirement plans, managing approximately $221 million in client assets. The firm employs an active management approach focusing on individual securities with a blend of fundamental and technical analysis and also serves as a sub-adviser to other investment advisers.

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

ChFC®, Series 63, Series 65

Kansas City, MO

Mader & Shannon Wealth Management

James Mader is a ChFC® credentialed financial advisor with 27 years of industry experience. He is the owner of MADER Financial Group, where he provides advanced insurance services for life, health, and disability. Mader has been with Mader Financial Advisors since 2005 and has a long-standing association with Great American Investors, Inc. since 1995. Mader & Shannon Wealth Management offers discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management strategy focused on individual securities traded on major U.S. exchanges and also provides expert witness services related to securities.

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