Jamie
Bosse

Aspyre Wealth Partners

CRD#4910826
Investment Advisor
in Overland Park, KS

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About this Advisor

Jamie Bosse is a financial advisor based in Overland Park, Kansas, working with Aspyre Wealth Partners. Jamie has previously held a position at Khc Wealth Management and is registered to provide services in Kansas. Currently, Jamie is part of Aspyre Wealth Partners, which operates out of Overland Park, Kansas. The firm has one office and 14 employees. The firm manages assets totaling $534.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Aspyre Wealth Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

10000 College Blvd., Suite 260
Overland Park, KS 66210

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Aspyre Wealth Partners Brokerage Details

Total Assets Under Management

$534,833,453

KS Average: $2,243,162,756
Total Number of Employees

14

KS Average: 44
Total Number of Accounts

1,295

KS Average: 4,091
Average Account Size

$412,999

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jamie Bosse Work History

2013 - Present (11 years)

Khc Wealth Management

Disclosures

Please visit the SEC profile of Jamie Bosse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aspyre Wealth Partners

Melissa Ryan
Overland Park, KS
Jamie Bosse
Overland Park, KS
Matthew Schlossman
Manhattan, KS
Lucas Bucl
Overland Park, KS
Jessi Chadd
Overland Park, KS
Joni Lindquist
Overland Park, KS
Tyler Eckert
Overland Park, KS
Stewart Koesten
Overland Park, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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