Barron’s Top-Ranked Financial Advisers From Kansas City Metro

Photo by Nicole Lunger
Photo by Nicole Lunger

Barron’s financial magazine recognized  financial advisers from the Kansas City area as the best in Missouri and Kansas.

The rankings have Michael Jeffries, managing director for the One Ward Parkway Group of UBS Financial Services, as the top adviser in Missouri.

Peter Mallouk, president of Leawood, Kan.-based Creative Planning Inc., was recognized as the best in Kansas. Previously, the publication named Mallouk the top Independent Financial Advisor in America. Creative Planning’s assets grew by more than 50 percent in the past year, reaching $9.4 billion.

Read more from the Kansas City Business Journal


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