Mader Shannon Wealth Management

  • Investment Bank/Securities Brokerage
  • Kansas City MO
  • 9 employees
  • Investment Management
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Company Overview

Headquarters
4717 Grand Ave. Ste 800, Kansas City MO
Website
madershannon.com
Phone
(816) 343-5997
Employees
9
Founded in
1995
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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Who is Mader Shannon Wealth Management

Mader Shannon Wealth Management is a privately held company based in Kansas City, Missouri. The company employs 9 people and generates approximately $1 million in annual revenue. Mader Shannon Wealth Management provides asset management and financial planning services to clients. Their asset management approach focuses on achieving yield and growth with minimal risk, transaction costs, and taxes. They avoid mutual funds and other investment vehicles with excessive fees, prioritizing securities that offer better performance at lower costs. Financial planning services are designed to be objective and tailored to each client's needs, covering a range of areas beyond retirement planning. The company distinguishes itself through its commitment to client objectives and minimizing conflicts of interest. They prioritize transparency and education, working with clients to understand their risk tolerance and performance expectations. Mader Shannon Wealth Management also emphasizes collaboration, leveraging a network of estate planning attorneys, CPAs, and other professionals to offer comprehensive wealth management solutions. Clients can learn more about Mader Shannon Wealth Management's services by visiting their website at madershannon.com.

Company Leadership

James Mader

Chairman and CEO

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Mader Shannon Wealth Management Industry Tags

Asset Management
Financial Planning
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Mader Shannon Wealth Management Tech Stack

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FAQ

What is the location of Mader Shannon Wealth Management's headquarters?
The headquarters of Mader Shannon Wealth Management are situated at 4717 Grand Ave. Ste 800, Kansas City MO
What is Mader Shannon Wealth Management's phone number?
Mader Shannon Wealth Management's contact number is (816) 343-5997.
What is Mader Shannon Wealth Management's official website?
The official website of Mader Shannon Wealth Management can be found at madershannon.com.
What is Mader Shannon Wealth Management's current revenue?
As of January 2015, Mader Shannon Wealth Management's annual revenue reached $1B.
How many employees does Mader Shannon Wealth Management currently have?
Mader Shannon Wealth Management employs approximately 9+ people as of January 2015
Which industries is Mader Shannon Wealth Management primarily operating in?
Mader Shannon Wealth Management operates in the following industries: Investment Management
Who is the Chairman and CEO of Mader Shannon Wealth Management?
Mader Shannon Wealth Management's Chairman and CEO is James Mader
What are Mader Shannon Wealth Management's industry tags?
Mader Shannon Wealth Management's industry tags include: Asset Management, Financial Planning, Investment Bank/Securities Brokerage
When was Mader Shannon Wealth Management founded?
Mader Shannon Wealth Management was founded in 1995.

Employee Directory

Key Employees

Bret Guillaume

President

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Taylor Madeira

Paraplanner, Client Services Coordinator

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