Tracy
Ford
Normandy Investment Advisors
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About this Advisor
Tracy Ford is a financial advisor based in Leawood, Kansas, working with Normandy Investment Advisors. Tracy has previously held positions at Infinitas, Self Employed Insurance Agent, The Waymire Group, Dds Dentures & Implant Solutions, Student, Republic Services, Commonwealth Financial Network, and Normandy Investment Advisors. Tracy has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Missouri. Currently, Tracy is part of Normandy Investment Advisors, which operates out of Leawood, Kansas. The firm has 4 offices and 5 employees. The firm manages assets totaling $129.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Normandy Investment Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Normandy Investment Advisors Brokerage Details
$129,618,354
5
288
$450,064
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Tracy Ford Work History
Normandy Investment Advisors
Commonwealth Financial Network
Infinitas
Self Employed Insurance Agent
The Waymire Group
Dds Dentures & Implant Solutions
Student
Republic Services
Disclosures
Please visit the SEC profile of Tracy Ford 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
Independence, MO
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Blue Springs, MO
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.
