Mission, KS Squibb Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

6950 Squibb Rd Ste 220

Mission KS 66202-3228

Advisors at this office

2

Advisors at this office

Nolan L

Series 66

Mission, KS

Edward Jones

Nolan Lasiter is a Series 66-licensed financial advisor with Edward Jones, based in Shawnee, KS, and has two years of industry experience. His prior work includes roles at Northrup Grumman, Amazon LLC, and 17 years of service in the United States Army. Outside of advising, he owns UnityEdge LLC and co-owns a crafting retail business called Le Crafty Loft; he also serves on the finance board of Westside Leavenworth Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm’s extensive network and affiliated capabilities provide diverse offerings, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Charitable giving & philanthropy ESG / Sustainable investing Military & Veterans Founder/Business Owner Religious/faith focused Values-based investing

Matthew H

CFP®, Series 66

Mission, KS

Edward Jones

Matthew Heitmann is a CFP®-certified financial advisor with Edward Jones, where he has worked for 10 years. He holds a Series 66 designation and is based in Mission, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Retirement withdrawal strategies Business ownership considerations General retirement planning Founder/Business Owner Engineering Professional
View complete list of advisors at this office
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