Kevin L. Schnell, CFP<sup>&reg;</sup> - Financial Advisor

Kevin L. Schnell, CFP®

JD, CPA

Schnell Financial Group, LLC

2300 Main Street, Suite 900
Kansas City, MO 64108
FINANCIAL ADVISOR'S WEBSITE
(800) 725-7227
+1 More Number
(660) 826-4778

General

Kevin Schnell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Schnell Financial Group, LLC in Kansas City, MO and the surrounding communities.

Financial Advisor Overview

Schnell Financial Group, LLC is a Legacy and Wealth Management firm. The mission of Schnell Financial Group, LLC is to assist high net-worth individuals, families and business owners in planning, managing and maximizing their financial life to assure that our clients are protected and prepared for what the future holds, which is accomplished through exceptional financial advice which includes investment management, advanced tax planning and estate planning. Our services go beyond portfolio investment returns. You have worked hard for you money, we will work hard to protect your assets.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Admitted to Bar
  • Other - MO and KS Bar Member

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Limited Partnerships, Irregular Income, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Tangible Assets, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources