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Financial Professionals in Kansas City, Missouri By using this search function you are agreeing to be
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Beau Wolinsky
Series 65, Life, Level II CFA Candidate
209 E. 36th Street
Unit#4
Kansas City, MO
(859) 583-9016
Client Minimums
  • Planning Services
    		•
      • None
  • Investment Services
    		•
      • None
    Client Services
  • Planning Advice & Services
  • Insurance Advice & Products
  • Financial Advice & Services
  • Money Management Services
  • Investment Products
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
  • Nonprofits
  • Public Funds
  • Taft-Hartley Funds
    		•
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    My Business Philosophy
    K.C. Capital Management is an investment advisory services
    My Business Philosophy
    K.C. Capital Management is an investment advisory services firm that specializes in IRA's, 401k Rollovers, and Life and Annuity products. As an independent investment advisor representative my fiduciary duty is to the client. This means that my goals are alligned precisely with your goals, which serves to make sure that all products recommended to you are suitable for your personal financial situation. For investment advisory services, I offer products through SCF Investment Advisors, and utilize several different companies for asset management. These asset managers have negotiated with independent financial advisors like myself to offer funds that would be out of reach for any other advisor. For life and annuity products, I offer over 30 different major insurers, including Allianz.
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    Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.