Kristin Schroeder is a CFP-designated registered investment advisor at Sound Stewardship, LLC, based in Overland Park, KS, with 7 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 190 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sound Stewardship provides investment management services to clients who also have an annual planning relationship. The firm manages investments on a discretionary basis, meaning they can make trades without asking you first. Sound Stewardship does not charge a separate fee for investment management, as it is included in the annual planning fee.
Location
9101 W. 110th St., Suite 150, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Sound Stewardship, LLC
Previous Registrations
Mission Financial Planning, INC.
Fruitful Stewardship LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Cetera Advisors LLCBroker
Cetera Advisors LLC
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.