Overland Park, KS Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$20,732,342,244
ClientsTotal clients
53,863
AdvisorsAdvisors at this office
2
Of 540 advisors across 185 offices
Location
13200 Metcalf Ave, Suite 270
Overland Park KS 66213
Advisors at this office
2
Advisors at this office
John W
Series 66
Overland Park, KS
&PARTNERS
John Williams is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. Prior to joining &PARTNERS, he held roles at American Pulverizer Company, Cerner Corporation, and the University of Arkansas. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides a range of investment advisory and brokerage services, utilizing both proprietary and third-party strategies through the Envestnet platform and NFS clearing arrangements.
Chad S
Series 63, Series 66
Overland Park, KS
&PARTNERS
Chad Shaddox is a financial advisor with \u0026Partners, LLC, based in Overland Park, KS. He holds Series 63 and Series 66 credentials and has 23 years of industry experience, including 22 years with Edward Jones prior to joining \u0026Partners. \u0026Partners serves a diverse range of individual and institutional clients, offering both investment advisory and brokerage services. The firm employs multiple portfolio management strategies using the Envestnet platform and combines roles as broker-dealer, registered investment advisor, and municipal advisor.
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