BKD Wealth Advisors, LLC is a wholly owned subsidiary of BKD, LLP.
Year Started:1998
Assets Under Management:$1.57 billion *
* As of March 31, 2010
We serve over 1100 clients in 32 states and have offices in Little Rock, Indianapolis, Denver, Kansas City and Springfield, MO
Our Approach:Our firm is built upon four pillars which represent the key strengths of our organization: Integrated wealth management, enduring personal relationships, our expertise and independent judgment.
About BKD, LLP:Our parent company, BKD, LLP, offers consulting, tax, assurance and accounting outsourcing solutions to growing companies and high net-worth individuals.
- 32 offices
- 2,000 personnel, including approximately 250 partners and principals
- Clients - Closely held businesses, publicly traded companies, governmental entities, not-for-profit organizations and individuals
For more information:
Whether it's your family's financial goals or your business needs, we offer you a wealth of resources. With our access to BKD, LLP's CPAs and other wealth planning partners, you will have the resources of the 10th largest CPA and advisory firm in the country at your fingertips.
BKD Wealth Advisors' solutions include:
- Financial planning
- Retirement planning
- Cash management
- Education funding
- Estate planning
- Risk management
- Investment management
- Charitable gift strategies
BKD handles the solutions you'd expect from a CPA firm:
- Strategic tax planning
- Succession planning
- Personal financial statements
- Accounting and tax issues related to trusts and estates
Our team of professionals have years of experience and multiple designations, including, Certified Financial Planner ™, Certified Investment Management Analyst, Certified Investment Management Consultant, Certified Trust and Financial Advisor, Chartered Financial Analyst® and Chartered Financial Consultant.
We invite you to learn more about the professionals at BKD Wealth Advisors. Look under the office nearest you to review our advisors' professional bios.
Corporate Headquarters
910 E. St. Louis Street, Suite 200
P.O. Box 2202
Springfield, MO 65806-2523
Telephone: 417.866.5822
Fax: 417.865.0682
Denver, CO
Wells Fargo Center
1700 Lincoln Street, Suite 1450
Denver, CO, 80203-4515
Telephone: 303.837.3581
Fax: 303.832.5705
Indianapolis, IN
201 N Illinois Street, Suite 700
P.O. Box 44790
Indianapolis, IN 46244-0790
Telephone: 317.383.4000
Fax: 317.383.4008
Senior Managing Advisor
Managing Advisor
Senior Advisor
Kansas City, MO
120 W. 12th Street, Suite 1200
P.O. Box 26218
Kansas City, MO 64196-6218
Phone: 816.842.1935
Fax: 816.842.4005
Staff Advisor
Staff Advisor
Little Rock, AR
400 W. Capitol Avenue, Suite 2500
P.O. Box 3217
Little Rock, AR 72203-3217
Phone: 501.375.5200
Fax: 501.372.1250
Senior Advisor
Springfield, MO
910 E. St. Louis Street, Suite 200
P.O. Box 1190
Springfield, MO 65806-2523
Phone: 800.600.4281
Fax: 417.865.0682
Associate
Senior Managing Advisor
Managing Advisor
Managing Advisor
Supervising Advisor
Staff Advisor
