Daniel
Kennedy
Mader & Shannon Wealth Management
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About this Advisor
Daniel Kennedy is a financial advisor who works out of Kansas City, Missouri with a total of 13 years of relevant experience. Kennedy is an employee of Mader & Shannon Wealth Management. They have spent their complete career at Mader & Shannon Wealth Management. Kennedy maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Kansas, Missouri and Texas. Mader & Shannon Wealth Management is a financial advisory firm that has its headquarters in Kansas City, MO. The firm has offices in three locations and a total of 11 people on staff. It manages $215 million in total assets among its 392 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 392 client accounts, 15% are held by high-net-worth clients who have more than $1 million in investable assets. Mader & Shannon Wealth Management provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types charged by Mader & Shannon Wealth Management can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mader & Shannon Wealth Management Brokerage Details
$214,990,417
11
392
$548,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Daniel Kennedy Work History
Daniel has been registered as a financial advisor for 13 years.*
Mader & Shannon Wealth Management
*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 Daniel Kennedy 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 Mader & Shannon Wealth Management
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Valley Falls, KS
Kansas City, MO
Kansas City, MO
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