Kristin Kay Schroeder

CFP

7 Years of Experience

Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingSpecial Needs PlanningInvestment Management

Sound Stewardship, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

190 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$243.6M

Fee Structure

Location

9101 W. 110th St., Suite 150, Overland Park, KS, 66210

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Kristin is the trustee of a trust that owns Cake Properties LLC, a real estate rental property. Her husband manages the business, and Kristin spends minimal time on it.