About My Practice
Steve Mankameyer is a graduate of the College for Financial Planning in Denver, Colorado. He is a Certified Financial Planner practitioner and an active member of the Financial Planning Association. He is also registered as an Investment Advisor Representative through Sunset Financial Services, Inc.
With over 35 years of experience, Steve has been regarded among the nation's top planning professionals. He has been honored for his contribution to the business of Financial Planning and has received many of the industry's top awards. Steve has co-authored a book on Retirement and Estate Planning and has written articles on Financial Planning that have been published in The Kansas City Star.
His expertise in retirement and estate planning, coupled with his knowledge of investments and taxes, makes Steve an invaluable resource to his clients. He has a special sensitivity for his clients' needs, goals, and dreams, providing them with financial security and peace of mind.
Steve works hard at servicing his clients and helping them utilize tax reduction strategies, manage risk, maximize their financial assets, and provide wealth creation, preservation, and wealth transfer to loved ones.
Steve, his wife Louise, and their three children reside in Overland Park, Kansas, where he is active in his church and in the community.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 6, 63, 65
Insurance Licenses
Life insurance: KS, MO, FL, GA, IL, OH, OK, TX,, Health/disability insurance: KS, MO, FL, GA, IL, OH, OK, TX,, Fixed annuities: KS, MO, FL, GA, IL, OH, TX, OK, SC, Variable annuities: KS, MO, FL, SC
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
Sunset Financial Services, Inc.
Broker-Dealer Disclaimer
Securities and Investment Advisory Services offered through Sunset Financial Services, Inc. 3520 Broadway Kansas City, MO 64111 Ph. (816) 753-7000 Member FINRA, SIPC. Eagle Financial is not affiliated with Sunset Financial Services.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.