K. Wade Carpenter, CFP<sup>&reg;</sup> - Financial Advisor

K. Wade Carpenter, CFP®

ChFC, CLU

Senior Partner

Infinitas, LLC

10801 Mastin St, Ste 370
Overland Park, KS 66210
FINANCIAL ADVISOR'S WEBSITE
(913) 563-7300 CONNECT WITH K. Wade
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General

K. Wade Carpenter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Infinitas, LLC in Overland Park, KS and the surrounding communities.

Financial Advisor Overview

As a Senior Partner at Infinitas, I take a comprehensive approach to the financial planning process. This role as an advocate for my clients can be best summarized by my personal mission statement: "To educate my clients as to their options and alternatives so they can make informed decisions and be the best stewards of their resources."

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Financial Advisor Experience

I have over 25 years of experience. Over the years I've specialized in assisting business owners, executives, and retirees. We design customized financial plans and strategies for our clients that will help them to mitigate risk and pursue their goals and objectives. We target this objective by taking an infinite number of strategies and condensing them to a manageable number and then help our clients to implement in order to achieve their lifelong goals and objectives.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU, AIF

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

This communication is strictly intended for individuals residing in the states of: AZ, CA, FL, IA, IL, KS, MO, NC, OK, TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser. Summit Wealth Advisors, 10801 Ma
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources