A complete list of active advisors currently associated with QP Financial
Warmer can help you find a great advisor at QP Financial or one who fits your needs even better.
QP Financial provides financial planning and portfolio management to individuals, high‑net‑worth households, and small businesses, including modular and comprehensive planning across retirement, education, estate, and special‑needs topics. The firm also facilitates insurance and annuity purchases through a licensed insurance agent on staff who places business with unaffiliated carriers and may receive commissions and renewal compensation. The firm’s investment advice draws on Modern Portfolio Theory and fundamental analysis while placing additional emphasis on scenario analysis and portfolio stress‑testing to assess tail‑risk and rare-event exposures. Portfolios may be managed on a discretionary or non‑discretionary basis and can incorporate institutional model managers, SMAs/UMAs, and third‑party sub‑advisers as part of its implementation approach. Distinctive aspects include that the firm began operations in 2026 and reported no assets under management at initial registration, reflecting its start‑up status, and it is not organized as a traditional solo practitioner despite operating with a small team. QP Financial maintains an operational relationship with Altruist for custody and trading services and discloses the practical benefits and potential conflicts associated with in‑house insurance activity and its custodian and sub‑adviser arrangements.
To learn more about the advisors currently working at QP Financial, 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 |
|---|---|---|
Lees Summit, MO
| 5
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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