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portrait of George N Koepp
FINANCIAL ADVISOR

George N Koepp

CEPA®, AAMS™
10801 E 350 Hwy, Raytown, MO 64138opens in a new window
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About George

I believe that a financial advisor is more than a provider of investment products. I strive to be a guide who walks with my clients through each phase of their life, and their changing financial needs.

By working with strong mentors and capable advisors, I developed my investment perspective, based on the values of saving and investing for the future. These are the principles I honor every day in working with my clients. It’s why I became a financial advisor, and why I love being a financial advisor. I see my job as helping my clients to cut through the...

Focus Areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving

Work History

  • Edward JonesSeptember 2006 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Culinary Arts
  • Traveling
  • Astronomy
  • Technology

Team Members

  • Julie Buckner
    Sr. Branch Office Administrator
  • Malinda McKinney
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(816) 353-3646

Fax

(866) 462-7713

Office Address

10801 E 350 Hwy
Raytown, MO 64138opens in a new window

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