OPINE FINANCIAL ADVISORS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
KANSAS CITY, Missouri
CRD number
128091
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

Opine Financial Advisors operates as a limited liability company, providing financial planning services primarily through hourly charges. The firm is owned by an individual and focuses on delivering tailored financial advice to its clients. While it does not engage in capital allocation or act as a multi-state adviser, it does have a clear emphasis on financial planning. The firm is not recognized as an active ESG investor and does not have affiliations with pension consulting or related advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • STEPHEN LYDDON

    PrincipalCRD 4702132

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

KANSAS CITY, MO

JACKSON

Location

KANSAS CITY, MO

Headquartered in KANSAS CITY, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JACKSON
Address
3903 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth