Stephen
Edmonds
Edmonds Duncan Registered Investment Advisors, LLC
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About this Advisor
Stephen Edmonds is a financial advisor who works out of Lawrence, Kansas with 10 years of industry experience. Edmonds is an advisor for Edmonds Duncan Registered Investment Advisors, LLC. Throughout their career, they have worked at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Edmonds Duncan Registered Investment Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Edmonds has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas. Edmonds Duncan Registered Investment Advisors, LLC is a registered investment business operating out of Lawrence, KS. It manages $369 million in assets across its 1,188 customer accounts, placing it among the larger firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 1,188 customer accounts, 30% belong to high-net-worth individuals who have at least $1 million in assets. Edmonds Duncan Registered Investment Advisors, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors are based on the type of financial services provided. However, fees charged by Edmonds Duncan Registered Investment Advisors, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Edmonds Duncan Registered Investment Advisors, LLC Brokerage Details
$369,079,344
5
1,188
$310,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stephen Edmonds Work History
Stephen has been registered as a financial advisor for 10 years.*
Edmonds Duncan Registered Investment Advisors, LLC
Purshe Kaplan Sterling Investments, Inc
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
*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 Stephen Edmonds 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 Edmonds Duncan Registered Investment Advisors, LLC
Lawrence, KS
Lawrence, KS
Lawrence, KS
Lawrence, KS
Lawrence, KS
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.
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