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K. Wade Carpenter, CFP
K. Wade Carpenter, CFP
Location:Overland Park, KS, 66226
Experience:28+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $500,000
Credentials/Education: CLU: Chartered Life Underwriter
Fee structure(s):Percentage of assets
Fixed Fee
Services offered:Portfolio Management
Retirement Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
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