Featured Business Financial Advisor in Overland Park, KS
Overland Park Financial Advisors
Providence Financial Advisors, LLC
6900 College Blvd. Suite 440
Overland Park, KS 66211
(913) 323-0535
“Helping clients prudently manage their resources.”
Advisor Profile
Steven Cox, CFA
Name:  Steven Cox, CFA
Phone Number:  (913) 323-0535
Website:  Visit Website
ADV Form II Link:
A current copy of the ADV Pa...

About Providence Financial Advisors, LLC

To help clients meet their financial goals through high quality, professional investment services. This can only be accomplished by working with the client to determine their risk profile and goals and then implementing an investment strategy within that framework.

Providence Financial Advisors is a Registered Investment Advisor and only receives fees from clients. This allows us complete freedom in implementing the investment portfolio for our clients.

Providence utilizes time tested investment disciplines to build portfolios and believes it is important to take a long term approach to investing.
 

General Information

States Willing to do Business in:    Basehor,Belton,Blue Springs,Bonner Springs,Bucyrus,Clearview City,Cleveland,De Soto,Drexel,Edgerton,Eudora,Freeman,Gardner,Grandview,Greenwood,Harrisonville,Independence,Kansas City,Leawood,Lees Summit,Lenexa,Linwood,Louisburg,Mission,Olathe,Overland Park,Paola,Peculiar,Prairie Village,Raymore,Riverside,Shawnee,Spring Hill,Stilwell
States Licensed in:    KS, MO
Firm CRD#:    124839
CRD#:    2084626
Gender:    Male
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Number of Years with Current Firm:    17
Years of Experience in Financial Services:    25+
Name of Custodial Firm:    Schwab
 

Education

Academic Background
 
BA, Business Administration and Religious Studies - Southwest Baptist University (1982)
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    Real Estate, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA)
Non-Financial Organization Memberships:    Kansas & Western Missouri Salvation Army Advisory Board
Financial Organization Memberships:    CFA Institute, Paladin Registry
 

Firm Information

Advisor's Number of Planning Clients:    <10
Advisor's Number of Managed Clients:    50
Advisor's Number of Clients:    50
Assets Managed by Advisor:    78000000+
Assets Managed by Firm:    90000000+
Firm's Number of Managed Clients:    90
Firm's Number of Clients:    90
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Fee Charged for Flat Fee Accounts:    N/A
Minimum Fee Charged for Hourly Planning Accounts:    $500
Minimum Fee Charged for Managed Accounts:    N/A
Additional Details on Charges:    Assets under management start at 1% and taper down based on overall asset level.
Flat Fee Rate:    N/A
Hourly Rate:    $150
Fee % Based on Assets:    1%
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    $100,000
 
 
 
 
 
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