Resources Investment Advisors

Resources Investment Advisors (CRD# 106766) is a financial advisory firm headquartered in Overland Park, KS. They manage $24,827,437,613 in 10,021 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    24,827
    MILLION
  • Total Number of Accounts
    10,021
    ACCOUNTS
  • Average Account Value
    $2,477,541
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Resources Investment Advisors
Showing 1 - 10 of 157 top financial advisors.
1
Timothy T. Sallee
CRD#: 1947029
1650 E. Battlefield, Suite 120, Springfield, MO 65804
103
Wealthminder
score

Timothy Sallee (CRD# 1947029) is an Investment Advisor Representative in Springfield, MO and has over 26 years of experience in the finance industry. Timothy Sallee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
John F. Kapek
CRD#: 845764
221 North Wall St., Suite 438, Spokane, WA 99201
101
Wealthminder
score

John Kapek (CRD# 845764) is an Investment Advisor Representative working at Resources Investment Advisors in Spokane, WA and has over 25 years of experience in the finance industry.

3
Thomas J. Alford
CRD#: 5698146
6165 Greenwich Dr., #240, San Diego, CA 92122
96
Wealthminder
score

Thomas Alford (CRD# 5698146) is an Investment Advisor Representative working at Resources Investment Advisors in San Diego, CA and has over 9 years of experience in the finance industry.

4
Darren J. Burke
CRD#: 4789392
6165 Greenwich Dr, Ste 240, San Diego, CA 92122
96
Wealthminder
score

Darren Burke (CRD# 4789392) is an Investment Advisor Representative working at Resources Investment Advisors in San Diego, CA and has over 14 years of experience in the finance industry. Darren Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Robert J. Carr
CRD#: 1673962
3254 University Drive, Suite 190, Auburn Hills, MI 48326
96
Wealthminder
score

Robert Carr (CRD# 1673962) is an Investment Advisor Representative working at Resources Investment Advisors in Auburn Hills, MI and has over 31 years of experience in the finance industry. Robert Carr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Timothy A. Engelhart
CRD#: 1066101
7400 E Orchard Rd, Ste 3050n, Greenwood Village, CO 80111
96
Wealthminder
score

Timothy Engelhart (CRD# 1066101) is an Investment Advisor Representative working at Resources Investment Advisors in Greenwood Village, CO and has over 27 years of experience in the finance industry. Timothy Engelhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Michael N. Esselman
CRD#: 5845345
4860 College Blvd., Overland Park, KS 66211
96
Wealthminder
score

Michael Esselman (CRD# 5845345) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 8 years of experience in the finance industry.

8
Matthew J. Gulseth
CRD#: 3061492
7500 Olson Memorial Hwy., Suite 225, Golden Valley, MN 55427
96
Wealthminder
score

Matthew Gulseth (CRD# 3061492) is an Investment Advisor Representative working at Resources Investment Advisors in Golden Valley, MN and has over 20 years of experience in the finance industry. Matthew Gulseth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Bradford E. Harris
CRD#: 1013683
7400 West 110th Street, Suite 600, Overland Park, KS 66210
96
Wealthminder
score

Bradford Harris (CRD# 1013683) is an Investment Advisor Representative working at Resources Investment Advisors in Overland Park, KS and has over 37 years of experience in the finance industry.

10
Jennifer B. Jones
CRD#: 4838195
3001 W. Big Beaver Rd., Suite 100, Troy, MI 48084
96
Wealthminder
score

Jennifer Jones (CRD# 4838195) is an Investment Advisor Representative working at Resources Investment Advisors in Troy, MI and has over 14 years of experience in the finance industry. Jennifer Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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