Overland Park, KS Office
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RPR Financial
Team
Firm-wide stats for RPR Financial
About
RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and trusts. The firm offers discretionary portfolio management, model asset allocation strategies, and financial planning, and it may refer clients to its affiliate RPR Financial P.A. for CPA, accounting, and tax preparation services.
The firm follows a value‑oriented investment approach that targets good‑quality, out‑of‑favor stocks using measures such as book value, cash flow, low debt, and insider ownership, while also incorporating fixed income, ETFs, independent managers, and model portfolios across conservative to aggressive risk profiles. RPR Financial uses quantitative optimization and third‑party software in its analysis and may employ option strategies (including covered call writing), hedging, and municipal bond allocations as appropriate to client objectives and tax considerations.
Compared with many peer teams, RPR Financial’s affiliation with an in‑house CPA practice and its disclosed receipt of referral fees for accounting services is a distinctive feature, and several advisory professionals are licensed insurance agents who may receive commission-based compensation for insurance products. The firm also provides a broad suite of ERISA services—ranging from non‑discretionary 3(21) consulting to discretionary 3(38) fiduciary implementation and plan oversight—which expands its service mix beyond typical individual portfolio management.
Based on RPR Financial
Location
8575 W. 110th St., Suite 314
Overland Park KS 66210
Advisors at this office
4
Advisors at this office
Chris K
Verified by Warmer
Series 65
Overland Park, KS
RPR Financial
Chris Knowles is a Wealth Advisor at RPR Financial with a Series 65 license and industry experience going back to 2008. He has worked at RPR since 2018. Outside of his advisory work, Chris has served as a Director for the Santa Fe Trail Blazers, a 501c(3) organization devoted to youth sports. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented, actively managed investment approach.
Craig F
Series 63, Series 66
Overland Park, KS
RPR Financial
Craig Fisch is a financial advisor with RPR Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His prior roles include positions at IHT Wealth Management, LPL Financial, Personal Financial Group, and Waddell & Reed. He is involved with the Johnson County Referral Group, a business owners referral group established in 2009. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach using quantitative analysis and offers a range of services, including discretionary portfolio management and access to affiliated CPA and accounting services.
Mitch C
Series 66
Overland Park, KS
RPR Financial
Mitch Carlson is a financial advisor at RPR Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at IHT Wealth Management, LPL Financial, Personal Financial Group, and Waddell & Reed. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and integrates services from its affiliated CPA practice, offering a range of discretionary and non-discretionary fiduciary solutions.
Bryan L
Series 65
Overland Park, KS
RPR Financial
Bryan Lerette is a financial advisor at RPR Financial in Overland Park, KS, holding a Series 65 designation and having one year of industry experience. His prior work includes roles at the City of Mission, Mercury Broadband, Cerner Corporation, and Mosaic Life Care. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach that integrates quantitative analysis, diversified asset classes, and model portfolios across various risk profiles.
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