Best Investors Account Sign in
Inactive

Evan Raleigh Lang

Atwood & Palmer, Inc.

Kansas City, MO

CRD 7908337

Claim This Profile
Employer firm

Atwood & Palmer, Inc. CRD 104995

$2.04B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Atwood & Palmer, Inc.

4520 Madison Avenue Suite 200, Kansas City, MO 64111-3541 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-05-02
MO RA APPROVED 2024-05-02
  • KS RA
    APPROVED
    Since 2024-05-02
  • MO RA
    APPROVED
    Since 2024-05-02

Branch Locations

4520 Madison Avenue Suite 200, Kansas City, MO 64111-3541 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tortoiseecofin Leawood KS 04/2014 07/2022
Duff & Phelps Investment Management Leawood KS 08/2022 03/2024
Atwood & Palmer Inc. Kansas City MO 04/2024 Present
  • 04/2014 → 07/2022
    Tortoiseecofin
    Leawood, KS
  • 08/2022 → 03/2024
    Duff & Phelps Investment Management
    Leawood, KS
  • 04/2024 → Present
    Atwood & Palmer Inc.
    Kansas City, MO
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Nearby Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO

More in Kansas City, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor