Normandy Investment Advisors

Normandy Investment Advisors (CRD# 316321) is a financial advisory firm headquartered in Leawood, KS. They manage $129,618,354 in 288 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
12728 State Line Rd., Leawood, KS 66209
https://www.normandyia.com
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $450,064
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, KS, MO, NC, TX

Financial Advisors at Normandy Investment Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Brent Caswell, financial advisor Independence MO
Brent A. Caswell
CRD#: 5753289
Independence, MO

Brent Caswell (CRD# 5753289) is an Investment Advisor Representative working at Normandy Investment Advisors in Independence, MO and has over 14 years of experience in the finance industry.

2
Jason Montgomery, financial advisor Blue Springs MO
Jason G. Montgomery
CRD#: 6798462
Blue Springs, MO

Jason Montgomery (CRD# 6798462) is an Investment Advisor Representative working at Normandy Investment Advisors in Blue Springs, MO and has over 7 years of experience in the finance industry.

3
Jeffrey Tudas, financial advisor Leawood KS
Jeffrey A. Tudas
CRD#: 4249199
Leawood, KS

Jeffrey Tudas (CRD# 4249199) is an Investment Advisor Representative working at Normandy Investment Advisors in Leawood, KS and has over 23 years of experience in the finance industry.

4
Ryan Tudas, financial advisor Leawood KS
Ryan J. Tudas
CRD#: 5771909
12728 State Line Rd., Leawood, KS 66209

Ryan Tudas (CRD# 5771909) is an Investment Advisor Representative working at Normandy Investment Advisors in Leawood, KS and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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