Lee’s Summit – The Mutual Fund Store

Lee's Summit, United States

4

1 review

Contacts

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Telephone:
+1 816-347-0200
Website:
www.mutualfundstore.com
Address:
1317 NE Douglas St, Lee's Summit, MO, 64086
Nearby public transportation stops & stations:
1.7 miLee's Summit
Categories:
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Today

Today –
Local time (Lee's Summit) 16:59 Saturday, 28 June 2025

Business hours

Monday 8:30 am – 5:00 pm
Tuesday 8:30 am – 5:00 pm
Wednesday 8:30 am – 5:00 pm
Thursday 8:30 am – 5:00 pm
Friday 8:30 am – 5:00 pm
Saturday –
Sunday –

Description

Specialties

Financial Advisors, Investment Management, 401k, Retirement Planning

Meet the Manager

Kelly V.

Manager

CMFC®

Senior Vice President — Investments

— Joined The Mutual Fund Store in 2001.

— Successfully completed the Series 6, 63 and 65 licenses administered by FINRA.

— Earned the distinction of Chartered Mutual Fund Counselor (CMFC®).

— Served in the U.S. Air Force

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Nearby

Browse nearby places:
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Home Finishings
1301 NE Douglas St
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Edible Arrangements
1415 NE Douglas
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Fortuna Restaurant
1333 NE Douglas St
570
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Goodcents Deli Fresh Subs
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Panera Bread
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1 review of Lee’s Summit – The Mutual Fund Store

No registration required
Place rating: 4
Macungie, PA
I worked with Kelly and she was very professional and she seems to be up to date on her market. She provided the services that I requested in a timely manner.