3 Best Financial Services in Olathe, KS

Expert-recommended Top 3 Financial Services in Olathe, Kansas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

3+ YEARS IN TBR
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BRENT FORCK

EDWARD JONES
15016 South Blackbob Road,
Olathe, KS 66062 Directions

Since 2017

Specialty:

Business and Insurance Planning Wealth and Retirement Income Strategies Estate Strategies and Legacy Strategies Charitable Giving Annuities

"Brent Forck completed his Bachelor of Science degree at Lincoln University of Missouri. Edward Jones is an investment firm that understands your financial goals deserve a face-to-face conversation. With their years of experience, their investment strategists and analysts recommend investments that will perform well over time. So whether you are planning to retire, saving for your children's or grandchildren's college, or just trying to secure the financial future of those you care about the most, they can work together to develop practical plans to help you achieve your objectives. They believe the best way to build and preserve your financial future is with a long-term approach to investing.

2026 Highlights: Brent Forck holds Certified Financial Planner® (CFP®) Credentials."

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License CRD #6793738

Price:

Annual Program Fee Upto 1.35%
Annual Platform Fee Upto 0.05%
Annual SMA Manager Fees Upto 0.45%

Contact:

(913) 254-9085 (913) 395-7142

Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

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RICK KRAPES

COUNTRY FINANCIAL
525 North Mur-len Road,
Olathe, KS 66062 Directions

Since 2011

Specialty:

Retirement Planning Solutions Annuities Financial Planning Long Term Care Life and Disability Insurance College Saving Plans Insurance Investment Management IRAs for Business Legacy and Succession Planning

"Rick Krapes is a Financial Advisor of COUNTRY Trust Bank®, a Registered Representative of COUNTRY® Capital Management Company, and a COUNTRY Financial® Insurance Agent. He is here to support you as you plan for the future, helping you worry less and live more. Rick Krapes' goal is to be a professional resource to the community through his non-profit efforts. If you would like to speak with him or know someone who could use his services, he is available to meet on a complimentary basis. COUNTRY Financial serves about a million households and businesses throughout the United States. They offer a wide range of insurance and financial products and services, including but not limited to auto, home, life, disability income, farm, and fixed annuities.

2026 Highlights: Rick Krapes helps you achieve your financial goals and wants you to understand your options and be comfortable with the choices you make for your future."

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Contact:

(913) 397-0103

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

5+ YEARS IN TBR
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COMPASS FINANCIAL RESOURCES, LLC

13095 South Mur-Len Road, Suite 100,
Olathe, KS 66062 Directions

Since 1994

Specialty:

Income Tax Planning Pension Planning Investment Planning Retirement Planning Education Planning Estate Planning Cash Flow and Special Needs Planning Risk Management Insurance and Business Planning 401(k) and Other Retirement Plan Consulting Employee Benefit Planning Stock Option Analysis and Planning Charitable Giving

"Compass Financial Resources, LLC main goal is to learn what is most important to their clients and to allow that understanding to guide their interactions, advice, and service. Their firm helps you put the puzzle pieces together when trying to figure out what financial strategies may work for you. They believe the combined wisdom and experience of a team of qualified professionals adds value to every financial strategy they undertake for their clients. Compass Financial Resources' team aims to provide a level of confidence and independence so the focus can be on the more meaningful things in life. With their background and skills, they comprehensively view each client's situation, offering guidance in every aspect of their financial lives.

2026 Highlights: Compass Financial Resources, LLC takes the time to understand what matters most to you and provide thoughtful guidance, personalized advice, and attentive service tailored to your goals."

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License #3405495

Contact:

(913) 747-2000 (800) 750-8536

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report: