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Phone: 913.345.2500

Brad Harris, J.D., ChFC®, CLU®, MBA

Financial Advisor & Founding Partner

Brad Harris is a native of Southwest Missouri (Springfield). He holds two degrees from Missouri State University–the Master of Business Administration (MBA), emphasizing business administration and business law, and the Bachelor of Science degree in Business Management and Marketing. He moved to Kansas City in 1979 to begin law studies at the University of Missouri-Kansas City and earned his Juris Doctor (JD) degree in 1981. In addition to his JD designation, he also holds two professional designations in the financial services industry, Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®). Those certifications were awarded through the American College in Bryn Mawr, PA. Designees must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College’s Code of Ethics and Procedures and applicable continuing education requirements.

Harris started his career in the financial services profession upon completion of his legal studies and admission to the Missouri Bar in 1981. He brings a unique legal and business background to his financial perspective. His methodical and disciplined approach to the profession has benefited his clientele of individuals, families and businesses for more than three decades. He truly enjoys his specialty and work in the wealth management and retirement planning arena.

Continuing education in the profession and networking with other aligned professionals (Lawyers, CPA’s, Wealth Managers and Financial Planners) has been a key practice and priority for Harris. Brad is a member of the Financial Planning Association (FPA®).  He attends regular training events throughout the year to network with leading independent advisors and to sharpen his knowledge base with the continually evolving tax laws that impact IRAs and retirement assets. He maintains Series 6, 7, 22, 24 and 63 securities licenses along with life, long-term care and variable annuity insurance licenses in multiple states.

Harris’s mission is to help his clients navigate the streams to financial freedom; to be there for them always through professional, proactive and caring service.  

Harris resides in the Kansas City Area and enjoys keeping active with many outdoor activities–fitness programs, running, boating, SCUBA diving, traveling, fishing and pheasant hunting.

To view Brad Harris’s FINRA BrokerCheck, click here.