Rodney M. Loesch,  CFP<sup>&reg;</sup> - Financial Advisor

Rodney M. Loesch, CFP®

Financial Advisor

Waddell & Reed Financial Services

1741 NE Douglas St, Suite 100
Lee's Summit, MO 64086
FINANCIAL ADVISOR'S WEBSITE
(816) 548-4113

General

Rodney Loesch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waddell & Reed Financial Services in Lee's Summit, MO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar
  • Other - CDFA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Waddell & Reed, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Job Loss, Insurance, Retirement, Succession Planning, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources