Brandon Stegall, CFP®
Senior Wealth Manager
Do you fall into one of these situations?
If so, you are in good company and we can help.
Had a Major Life Event?
Unsure About Your Advisor?
Wondering About Fees?
Need a Financial Plan?
About Brandon Stegall
Family
Finance
Previously worked for TD Ameritrade and American Century Investments
Brandon grew up in and still resides in the Brookside/Waldo area of Kansas City with his wife of over 22 years, Susan (Sullivan) and their four sons. He started in the financial services business in 1997 after attending Rockhurst High School, Rockhurst College, and graduating with Bachelors and Master’s degrees from UMKC. Utilizing his talent for helping people organize and simplify their financial lives, Brandon has created strong relationships with high net worth clients throughout the region for many years. When not helping clients achieve their financial goals, Brandon and Susan enjoy supporting their boys with their athletic endeavors and spending time with their friends and large extended family.
Fiduciary Protection
We provide fiduciary protection, which means we work in the best interest of our clients.
Education
Bachelor Degree is in History and Masters is in Curriculum & Instruction – Rockhurst & UMKC
Certifications and licenses
CFP®
Connect with an advisor serving your area
Contact Information
Toll Free
1-888-988-6621
Phone
Office: (913) 498-8898 Cell: (913) 914-9541
Fax
(913) 498-8897
brandon@planningretirements.com
Office Address
4811 W. 136th Street
Leawood, KS 66224
Office Hours
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-3PM
Saturday Closed
Sunday Closed