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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.

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About Brandon Stegall



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. 


Bachelor Degree is in History and Masters is in Curriculum & Instruction – Rockhurst & UMKC

Certifications and licenses

Series 65

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Contact Information

Toll Free



Office: (913) 498-8898                          Cell: (913) 914-9541


(913) 498-8897



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