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Tara Cathleen-Marie Mcconkey

COMMERCE INVESTMENT ADVISORS, INC.·KANSAS CITY, Missouri
COMMERCE INVESTMENT ADVISORS, INC.
1000 WALNUT STREET, 15TH FL., KANSAS CITY, MO 64106-1809CRD# 4546048Firm CRD# 104705

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tara Cathleen-Marie Mcconkey · KANSAS CITY, MO
Registration
CRD #4546048 · COMMERCE INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Tara Cathleen-Marie Mcconkey is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with COMMERCE INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
COMMERCE INVESTMENT ADVISORS, INC.
COMMERCE INVESTMENT ADVISORS, INC.
AUM
$2.7B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at COMMERCE INVESTMENT ADVISORS, INC. →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4546048
Firm CRD# 104705
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tara Cathleen-Marie Mcconkey offer?
Tara Cathleen-Marie Mcconkey specializes in Investment Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Tara Cathleen-Marie Mcconkey's credentials?
Tara Cathleen-Marie Mcconkey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tara Cathleen-Marie Mcconkey located?
Tara Cathleen-Marie Mcconkey is based in KANSAS CITY, Missouri, working with COMMERCE INVESTMENT ADVISORS, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Tara Cathleen-Marie Mcconkey charge for services?
Tara Cathleen-Marie Mcconkey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMERCE INVESTMENT ADVISORS, INC.?
COMMERCE INVESTMENT ADVISORS, INC. has approximately 36 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMMERCE INVESTMENT ADVISORS, INC.

Bruce Lowell Talen
KANSAS CITY, MO
Cathleen Mary Arshadi
KANSAS CITY, MO
Angela Marie Dew
KANSAS CITY, MO
Jeffrey Lawrence Bolin
KANSAS CITY, MO
J.-J. Landers Carnal
KANSAS CITY, MO
Russell W. Lipe
KANSAS CITY, MO

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Research
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