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portrait of Brian J Hamilton
FINANCIAL ADVISOR

Brian J Hamilton

CFP®, CEPA®
8651 Penrose Ln, Lenexa, KS 66219opens in a new window
Accepting New Clients
CallSend Me a Message

About Brian

I began my career with Edward Jones in 2017 and became a limited partner in 2022. I have served the firm in many capacities, including as visiting veteran, field trainer and mentor. My experience before joining Edward Jones includes 12 years in corporate finance and accounting where I held senior level management positions.

I graduated from Missouri State University in 2005 with a bachelor's degree in accounting. In 2011, I earned an MBA in finance from the University of Missouri, Kansas City (UMKC). I have also earned my CFP® and CEPA® certifications.

My wife, Mindy, and I have been married for 17...

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Univ of Missouri-Kansas CityMaster of Business Admin
  • Missouri State UniversityBachelor of Arts and Science

Personal Interests

  • Coaching Sports
  • Traveling
  • Golfing
  • Technology
  • Fishing

Team Members

  • Flo Wills
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(913) 350-5550

Fax

(888) 253-9827

Office Address

8651 Penrose Ln
Lenexa, KS 66219opens in a new window

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