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John Earl Sundeen

IVY INVESTMENT MANAGEMENT COMPANY·OVERLAND PARK, Kansas
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6300 LAMAR AVENUE, OVERLAND PARK, KS 66202CRD# 1159592Firm CRD# 123381
01

About

John Earl Sundeen is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with IVY INVESTMENT MANAGEMENT COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
IVY INVESTMENT MANAGEMENT COMPANY
IVY INVESTMENTS
AUM
$1.6B
Regulatory assets under management
Employees
64
Total firm employees
View all advisors at IVY INVESTMENT MANAGEMENT COMPANY →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1159592
Firm CRD# 123381
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Earl Sundeen offer?
John Earl Sundeen specializes in Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are John Earl Sundeen's credentials?
John Earl Sundeen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Earl Sundeen located?
John Earl Sundeen is based in OVERLAND PARK, Kansas, working with IVY INVESTMENT MANAGEMENT COMPANY. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does John Earl Sundeen charge for services?
John Earl Sundeen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IVY INVESTMENT MANAGEMENT COMPANY?
IVY INVESTMENT MANAGEMENT COMPANY has approximately 64 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OVERLAND PARK
Philip James Sanders — IVY INVESTMENT MANAGEMENT COMPANYKurt Augustus Sundeen — WADDELL & REED INVESTMENT MANAGEMENT COEdward Wendell Williams — PARAGON CAPITAL MANAGEMENT LLCJonathan Craig Angrist — QUANTITATIVE VALUE TECHNOLOGIES, LLCMichael L Avery — IVY INVESTMENT MANAGEMENT COMPANY
Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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