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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
About Financial Professionals Incorporated
Financial Professionals Incorporated is an independently owned firm (founded 1994) serving clients in Greater Kansas City and nationwide. The team coordinates investment, tax, insurance, and estate strategies through comprehensive financial and retirement planning and hands-on implementation, with a primary advisor backed by firmwide expertise. Investment work emphasizes objective, risk-managed asset allocation using vehicles such as mutual funds and ETFs. Advisors also teach retirement planning classes for local colleges and employers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
GREGORY MCNEILL OSTEDGAARD
Chief Compliance Officer, Financial Professional
- CRD
- #1078476
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,099,487 | $151,464 |
| Non-Discretionary | $0 | -- |
| Total | $27,099,487 | $151,464 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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