List of Financial planners in Kansas City
Kansas City, Missouri, has 273 Financial planners in this dataset, last verified September 6, 2026. It is the second-largest of the 4 Missouri cities we track, behind Saint Louis (620) and ahead of Chesterfield (246). Local listings make up 15% of all Financial planners in Missouri.
123 Financial planners in Kansas City list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Missouri average, 45.1% against 60.4%, so expect phone (97.8% coverage) to do most of the work.
With 89.7% already online (in line with 91.9% across Missouri), only 28 Financial planners in Kansas City lack a website, so site improvements and SEO are the stronger pitch. 58 of their websites list a contact page URL.
64% of the 106 rated Financial planners in Kansas City hold a 5-star average, below the Missouri figure of 75%. The 12 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
73
55
64
24
YouTube
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Financial planners List in Kansas City
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Daniels Wealth Team | Address | Kansas City | Kansas | United States | Email | Phone | — | 2 | 5 | — | — | — | — | |
 | Bill Sherman - Financial Advisor, Ameriprise Financial Services, LLC | Address | Kansas City | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | WEALTH | KC - Financial Advisors + Wealth Management | Address | Kansas City | Missouri | United States | Email | Phone | 48 | 5 | — | |||||
 | U.S. Bank - Private Wealth Advisor: Tamarra Anthony | Address | Kansas City | Missouri | United States | Email | Phone | 0 | 0 | — | — | ||||
 | U.S. Bancorp Advisors - Financial Advisors: Darin K Bahm | Address | Kansas City | Missouri | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Brad Welch - Morgan Stanley | Address | Kansas City | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Raymond James Financial Services | Address | Kansas City | Missouri | United States | Email | Phone | 1 | 1 | — | — | — | — | ||
 | Jacqueline Jones: Primerica - Financial Services | Address | Kansas City | Missouri | United States | Email | Phone | 37 | 5 | — | |||||
 | The Lipari Team - UBS Financial Services Inc. | Address | Kansas City | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Jeff Banman, CPA, LLC | Address | Kansas City | Kansas | United States | Email | Phone | 5 | 5 | — | — | — | — | ||
Fairfax Financial Services | Address | Kansas City | Missouri | United States | Email | Phone | 2 | 3 | — | — | — | — | |||
 | Rigden Capital Strategies - Overland Park | Address | Kansas City | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Paula Porsch Wealth Management | Address | Kansas City | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Donald Porterfield | Address | Kansas City | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Lucas Segal | Address | Kansas City | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 273 records with complete field coverage.
Get the full Financial planners database
273 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Kansas City
Most popular business categories across Kansas City
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Kansas City
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 273 Financial planners in Kansas City, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Kansas City, Missouri
Each of these buyers can work the 273 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 273 Financial planners in Kansas City.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Facebook Outreach in Kansas City, Missouri
Start with the 123 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (267): 97.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (123): 45.1% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (73): 26.7% have a Facebook page, a further channel when calls and emails go unanswered.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Kansas City, Missouri
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (28): 10% of Financial planners in Kansas City have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (12): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (200): 73% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Kansas City
With 273 Financial planners in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 273 Financial planners in Kansas City and plan visit days by neighborhood.
- Postal code patches: split Kansas City by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 3 other Missouri cities we track are the next step once Kansas City accounts are covered.
Data Coverage for Financial planners in Kansas City
273 records · verified September 6, 2026
- Phone numbers
- 267
- Email addresses
- 123
- Phone and email
- 123
- Websites
- 245
Google ratings· 106 rated (39%)
64% hold 5 stars
- 1-star rated
- 5
- 4.7% of rated
- 2-star rated
- 7
- 6.6% of rated
- 3-star rated
- 11
- 10.4% of rated
- 4-star rated
- 15
- 14.2% of rated
- 5-star rated
- 68
- 64.2% of rated
Social profiles:
- Facebook:73· 26.7%
- LinkedIn:64· 23.4%
- Instagram:55· 20.1%
- X (Twitter):47· 17.2%
- YouTube:24· 8.8%
Financial planners in Kansas City are a mixed-channel, Facebook-heavy market: 97.8% list a phone number and 45.1% publish an email. Among 106 rated Financial planners, 64% hold 5 stars, a mostly positive spread.
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Frequently asked questions about Financial planners in Kansas City, Missouri
Everything you need to know about our financial planners database for Kansas City, Missouri: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Kansas City, Missouri?
There are 273 financial planners in Kansas City, Missouri in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Kansas City market for sales prospecting and territory planning.
How up to date is the Financial planners data for Kansas City, Missouri?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial planners database for Kansas City, Missouri?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial planners businesses in Kansas City, Missouri?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Kansas City, Missouri as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial planners database for Kansas City, Missouri cost?
The complete financial planners leads database for Kansas City, Missouri costs $10 as a one-time payment.
You get instant access to all 273 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial planners contacts in Kansas City, Missouri specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial planners data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Kansas City, Missouri financial planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial planners in Kansas City, Missouri have phone numbers?
267 financial planners in Kansas City, Missouri (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Kansas City, Missouri have email addresses?
123 financial planners in Kansas City, Missouri (45%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial planners in Kansas City, Missouri have both a phone number and an email address?
123 financial planners in Kansas City, Missouri have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial planners in Kansas City, Missouri are active on social media?
Social profile coverage for financial planners in Kansas City, Missouri: 64 on LinkedIn, 73 on Facebook, 55 on Instagram, 24 on YouTube, 47 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial planners in Kansas City, Missouri have a website?
245 financial planners in Kansas City, Missouri (90%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial planners in Kansas City, Missouri do not have a website?
28 financial planners in Kansas City, Missouri operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial planners in Kansas City, Missouri?
Rating breakdown for financial planners in Kansas City, Missouri: 68 with a 5-star rating, 15 with a 4-star rating, 11 with a 3-star rating, 7 with a 2-star rating, 5 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial planners data for all of Missouri or the entire US?
Yes. Beyond Kansas City, we offer the complete Financial planners database for Missouri and a national all-50-states version.
If you buy the Kansas City list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Kansas City, Missouri legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.