Overland Park, KS Office

Team
Updated today

Client AUM

$3,810,862,577

Clients

1,592

Advisors

4

Of 38 advisors across 18 offices

Location

7101 College Blvd., Suite 900

Overland Park KS 66210

Advisors at this office

4

Advisors at this office

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Randy S

CFP®, Series 65, Series 63

Overland Park, KS

Aprio Wealth Management, LLC

Randy Schaller is a financial advisor at Aprio Wealth Management, LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. His work history includes roles at Cambridge Investment Research, Inc. and Prism Financial Group, L.L.C. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses asset allocation along with techniques such as dollar-cost averaging and technical analysis, and it is notable for its affiliation with a third-party administrator and pension consulting business.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Timothy S

CFP®, Series 63

Overland Park, KS

Aprio Wealth Management, LLC

Timothy Shmidl is a CFP® with 37 years of industry experience and currently serves at Aprio Wealth Management, LLC. His prior experience includes long tenures at Prism Financial Group, LLC and Cambridge Investment Research, Inc. He also acts as an independent insurance agent and serves on the board of The American Home Life Insurance Company. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and is notable for its affiliation with a third-party administrator/pension consulting business and a significant role as a 3(21) adviser.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Amanda B

CFP®

Overland Park, KS

Aprio Wealth Management, LLC

Amanda Brown is a CFP® professional with five years of industry experience. She currently works at Aprio Wealth Management, LLC and has previous experience at Prism Financial Group, L.L.C. and Keen Wealth Advisors. Amanda also has a background working at Ottawa University. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation, dollar-cost averaging, technical analysis, and trading strategies while coordinating referrals with an affiliated registered CPA firm.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Isaac D

CFP®

Overland Park, KS

Aprio Wealth Management, LLC

Isaac Dickey is a CFP® professional currently with Aprio Wealth Management, LLC and has been in the financial advisory industry since 2022. He previously worked at Prism Financial Group and Creative One Wealth, among other firms. Outside of finance, his background includes roles in sports construction and small business operations. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm employs asset allocation along with techniques like dollar-cost averaging and technical analysis, serving a range of clients including high-net-worth individuals.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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