Tracy
Ford

Normandy Investment Advisors

CRD#7267517
Investment Advisor
in Leawood, KS

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12728 State Line Rd.
Leawood, KS 66209

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Normandy Investment Advisors Brokerage Details

Total Assets Under Management

$129,618,354

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

5

KS Average: 44
Total Number of Accounts

288

KS Average: 4,091
Average Account Size

$450,064

KS Average: $548,316

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

2024 - Present (0 year)

Normandy Investment Advisors

2021 - Present (3 years)

Commonwealth Financial Network

2020 - Present (4 years)

Infinitas

2018 - Present (6 years)

Self Employed Insurance Agent

2009 - Present (15 years)

The Waymire Group

2018 - 2018 (< 1 year)

Dds Dentures & Implant Solutions

2016 - 2017 (1 year)

Student

2013 - 2015 (2 years)

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

Ryan Tudas
Leawood, KS
Brent Caswell
Independence, MO
Tracy Ford
Leawood, KS
Thomas Laming
Leawood, KS
Jeffrey Tudas
Leawood, KS
Jason Montgomery
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.

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