Kansas City, MO Grand Ave. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mader & Shannon Wealth Management
Team
Firm-wide stats for Mader & Shannon Wealth Management
About
Mader & Shannon Wealth Management manages approximately $269 million in discretionary assets with a team of eight advisors and serves individual and high-net-worth clients, corporations, and pension and profit-sharing plans. The firm provides portfolio management, financial planning and consulting, and retirement-plan services including ERISA plan support.
MSWM uses an active, discretionary approach that emphasizes individual securities traded on major U.S. exchanges, drawing on fundamental and technical analysis and third‑party research such as CFRA and Argus. The firm seeks tax advantages through long‑term positioning but acknowledges occasional short‑term trading activity and limited tactical use of ETFs, including short exposures in certain market conditions.
Compared with many peer teams, MSWM both acts as an ERISA 3(38) investment manager for retirement plans—providing selection, monitoring, IPS development and participant education—and serves as a sub‑adviser to unaffiliated investment advisers, managing third‑party advisor client assets under separate sub‑advisory agreements. The firm also leverages institutional custody and trading services (including Schwab’s institutional platform and block trading capabilities) and offers a mix of hourly, fixed‑fee, and advisory services for different client needs.
Based on Mader & Shannon Wealth Management
Expertise
Based on Mader & Shannon Wealth Management
Location
4717 Grand Ave., Ste 800
Kansas City MO 64112
Advisors at this office
3
Advisors at this office
Kyle S
Series 65
Kansas City, MO
Mader & Shannon Wealth Management
Kyle Sanders is a financial advisor at Mader & Shannon Wealth Management in Kansas City, MO, holding a Series 65 credential with 10 years of industry experience. He has been with Mader & Shannon since 2011. 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 also offers specialist services such as expert witness testimony.
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.
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.
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