A complete list of active advisors currently associated with Kedrec LLC
Warmer can help you find a great advisor at Kedrec LLC or one who fits your needs even better.
Kedrec LLC provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, and manages both individual and institutional portfolios. The firm combines subscription-style wealth management and planning with discretionary portfolio management and specialized consulting such as 1031 like‑kind exchange advisory. Kedrec tailors advice to client objectives and risk tolerances, employing a range of analytical methods (including fundamental and technical approaches) and offering both passive portfolio construction and optional active discretionary management. The firm integrates tax services and annual tax‑return review, consolidated account technology, and ongoing plan updates into its client service model to align investment, retirement income, and estate planning needs. A distinctive feature disclosed in the brochure is the firm’s affiliation with a licensed insurance agency and that the firm’s principal is a licensed insurance producer who devotes about 50% of his time to insurance activities, creating potential dual‑compensation conflicts the firm discloses and manages. Uncommon for a solo independent adviser, Kedrec also provides portfolio management for institutional clients and offers access to a variety of alternative and real‑estate‑focused investments and services — including Delaware Statutory Trusts (DSTs), Qualified Opportunity Zone funds, privately traded REITs, private equity/debt, oil & gas partnerships, premium finance strategies, and 1031 exchange implementation — alongside in‑house tax filing and estate coordination.
To learn more about the advisors currently working at Kedrec LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Overland Park, KS
| 3
|
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