Jeffrey
Tudas
Normandy Investment Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeffrey Tudas is a certified financial planner based in Leawood, Kansas with a total of 2 years of industry experience. Tudas is an advisor for Normandy Investment Advisors. During their career, the advisor has held roles at Summit Wealth Advisors, LLC, Normandy Investment Advisors and Commonwealth Financial Network. Tudas maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Kansas and Texas. Normandy Investment Advisors is a financial advisory company operating out of Leawood, KS. The company has offices in four locations and just five people on staff. It manages $104 million in assets between its 464 accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises two charities and foundations. Of its 464 customer accounts, just 13% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Normandy Investment Advisors has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules largely depend on the financial services offered. However, fees charged by Normandy Investment Advisors likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Normandy Investment Advisors Brokerage Details
$104,207,716
5
464
$224,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jeffrey Tudas Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Normandy Investment Advisors
Summit Wealth Advisors, LLC
Commonwealth Financial Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Tudas 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 Normandy Investment Advisors
Leawood, KS
Independence, MO
Leawood, KS
Leawood, KS
Blue Springs, MO
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
