Wealth Management

Wealth Management for the Individual and Business

WHY PARTNER WITH US? ERISA 3(38) Investment Managers We can serve as an ERISA 3(21) co-fiduciary or an ERISA 3(38) fiduciary where we can act as a discretionary investment manager shifting fiduciary obligations on plan investments from you, the Plan fiduciaries. On-Site Advisors We have built our service model around our commitment to being your comprehensive Fiduciary Partner. We believe in face-to-face contact and can provide ongoing participant education through our on-site advisors. Do it For Me Strategy For those that want a “do-it-for-me” strategy, we have Risk-Based Managed Accounts available, eliminating the stress from participants having to make a selection. Gap Analysis Are your employees on track to reach their retirement goals? We offer face-to-face delivery of individualized reports for participants to show them how much they need to be saving to reach their goals.

Derek Mitchell, AIF Financial Advisor, 816-590-7061

Derek Mitchell, AIF
Financial Advisor

816-590-7061

Meet Our Advisors Derek has worked in the financial services industry since 1993. After many years with large, leading brokerage firms, he joined Cambridge in 2009 and Lawing Financial in the fall of 2011. He and his dedicated team are passionate about guiding clients nearing retirement, those currently enjoying their retirement, and successful professionals, in achieving their vision of financial success. Derek uses an integrated, holistic approach priding himself on understanding his clients and relating to them on more levels than just their financial affairs. This unique skill combination allows him to develop and implement innovative strategies that truly address his client’s needs. Derek believes that great things are accomplished through sound partnerships built on trust and integrity and he works hard to exemplify these values in everything he does, both professionally and personally. Derek is a registered representative where he currently maintains the following registrations and designations: FINRA Series 7, 63, 66 as well as life/health licenses in multiple states. He proudly carries the Accredited Investment Fiduciary designation and is currently working toward his Certified Financial Planner designation.  

Brad Lawing Managing Director of Sales & Recruiting, 417-882-1144

Brad Lawing
Managing Director of Sales & Recruiting
417-882-1144

Brad is Managing Director with Lawing Financial, focusing on high net worth individuals and Qualified Retirement Plan Design, Implementation and Service. As a key member of the firm and a member of the Management Team, he wears many hats including his role as a Financial Advisor and Investment Advisor Representative to his clients. He started his career in the financial services industry in 2003, giving him over a decade of knowledge & experience. Mr. Lawing focuses his time on educating Individuals, Participants and Trustees on financial matters. The balance of his time is spent managing the wealth of his individual clients & assisting executives and plan participants in achieving their financial goals. Unlike most firms, which typically assign one advisor per client, Brad’s service is based on a team of highly qualified financial advisors, each with a distinct area of expertise, so every detail is covered. Brad’s experience includes conducting thousands of enrollments for his clients, educational seminars and helping design customized teams to help his achieve their financial goals and desires. Due to Brad’s tenure, he has a wealth of experience working through a multitude of financial challenges for his clients. Brad graduated from Missouri State University with a Bachelor’s degree in Finance. In addition, he holds his FINRA series 7 and 66 registrations as well as his Life and Health Insurance licenses in multiple states. He is a registered representative with Cambridge Investment Research, Member FINRA/SIPC. Brad splits his residency between Kansas City & Springfield in order to tend to a majority of his clients, in addition to frequent travels to his out of town clients. Brad is active with his family and in the local community. In his free time, Brad enjoys traveling with his wife and spending time at the lake with his family, especially his nieces & nephews. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Lawson Bank, Cambridge and Lawing Financial, Inc are not affiliated. Investments are not FDIC insured, are not bank products and may lose value. Investment Advisory Services offered through Lawing Financial Inc, A Registered Investment Advisor. Lawing Financial doing business as Qualified Plan Advisors (QPA) QPA Corporate Headquarters: 6201 College Blvd | 7th Floor Overland Park KS 66211 Phone: 913-491-6226 Fax: 913-491-3214 lawing-logo

 

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