Kansas City, MO Madison Avenue 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
4505 Madison Avenue
Kansas City MO 64111
Advisors at this office
3
Advisors at this office
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.
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.
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.
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