LeadIQ logo
Learn more at LeadIQ.com
Professional Financial Concepts logo

Professional Financial Concepts Employee Directory

Investment ManagementKansas, United States2-10 Employees

Professional Financial Concepts is an independent investment planning firm based in Overland Park, Kansas. It offers guidance across investment planning, retirement planning, and estate planning, with a focus on aligning advice with each client's goals. The firm aims to serve as a long-term planning partner for its clients, emphasizing ongoing engagement rather than one-off consultations.

As a small practice in the investment management field, it serves individuals seeking personalized, comprehensive financial planning. Its independent model supports objective guidance and durable client relationships.

Find Professional Financial Concepts employees' phone numbers or email addresses

Professional Financial Concepts Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Professional Financial Concepts's Leadership

  • Stylized image of a person
    A. W.
    Pricing Manager
    Phone icon
    Mobile Phone

Professional Financial Concepts Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Professional Financial Concepts

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. W.
    Pricing Manager
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Professional Financial Concepts known for?

Minus sign iconPlus sign iconProfessional Financial Concepts operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-913-268-****
. Explore Professional Financial Concepts's company overview page for more information.

What is Professional Financial Concepts's most common email format?

Minus sign iconPlus sign iconProfessional Financial Concepts employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Professional Financial Concepts email formats with LeadIQ.

How many employees does Professional Financial Concepts have currently?

Minus sign iconPlus sign iconProfessional Financial Concepts has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Professional Financial Concepts's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Professional Financial Concepts's key employees include:

  • Pricing Manager: A. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.