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BMG Advisors | Plan Your Story Employee Directory

Financial ServicesMissouri, United States11-50 Employees

BMG Advisors | Plan Your Story is an independent financial advisory and wealth management firm based in Kansas City, Missouri. Affiliated with LPL Financial, the firm provides securities and advisory services through LPL Financial, offering guidance to help clients plan for their financial futures. Serving individuals and families in the Kansas City area, BMG aims to understand each client’s personal narrative to tailor financial planning and wealth management accordingly. The company operates within the financial services sector, emphasizing customized, client-centered strategy as part of its service approach. Located in the Kansas City region, BMG supports a range of client needs through its independent advisory model within the broader framework of LPL Financial.

Find BMG Advisors | Plan Your Story employees' phone numbers or email addresses

BMG Advisors | Plan Your Story Global Highlights

Location
Employees

North America
23

Minus sign iconPlus sign icon
  • United States Of America
    23

BMG Advisors | Plan Your Story's Leadership

  • Stylized image of a person
    B. W.
    Senior Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    A. K.
    Wealth Advisor
    Mobile Phone

BMG Advisors | Plan Your Story Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from BMG Advisors | Plan Your Story

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. W.
    Senior Wealth Advisor
    Mobile Phone
    Jul 29, 2026
  • Stylized image of a person
    A. K.
    Wealth Advisor
    Mobile Phone
    May 26, 2026

Frequently Asked Questions

What is BMG Advisors | Plan Your Story known for?

Minus sign iconPlus sign iconBMG Advisors | Plan Your Story was founded in 2018 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-816-792-****
. Explore BMG Advisors | Plan Your Story's company overview page for more information.

What is BMG Advisors | Plan Your Story's most common email format?

Minus sign iconPlus sign iconBMG Advisors | Plan Your Story employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BMG Advisors | Plan Your Story email formats with LeadIQ.

How many employees does BMG Advisors | Plan Your Story have currently?

Minus sign iconPlus sign iconBMG Advisors | Plan Your Story has approximately 20 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are BMG Advisors | Plan Your Story's key employees and leadership?

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As of August 2026, BMG Advisors | Plan Your Story's key employees include:

  • Senior Wealth Advisor: B. W.
  • Wealth Advisor: A. K.

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