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Nichole Jansen

Advisor at U.S. Bancorp Advisors, LLC

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U.S. Bancorp Advisors, LLC logo

Firm

U.S. Bancorp Advisors, LLC

Location

Blue Springs, MO 64015

Credentials

Series 63, Series 65

Industry experience

20 years

About

Nichole Jansen is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at U.S. Bancorp Investments, Inc., Bank of the West, and BancWest Investment Services. U.S. Bancorp Advisors, LLC provides investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm utilizes a combination of third-party investment managers, an implementation manager, and technology access to Fidelity’s FMAX platform to construct and manage model portfolios, offering discretionary and non-discretionary wrap-fee portfolio management.

Client services

Based on U.S. Bancorp Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on U.S. Bancorp Advisors, LLC

General retirement planning Elder care planning College savings (529s, UTMA, etc.)

Fee options

Commissions

Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.

Location

701 W Main St

Blue Springs, MO 64015

Most active in

Missouri

Work history

U.S. Bancorp Advisors, LLC

2026 - Present (1 year)

U.S. Bancorp Investments, Inc.

2019 - 2026 (7 years)

BANK OF THE WEST

2014 - 2019 (5 years)

BancWest Investment services

2014 - 2019 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Holmes O

CFA®, Series 63, Series 65

Lee's Summit, MO

Osborne Global Investors, Inc.

Active portfolio management

Dean L

CFP®

Lees Summit, MO

Your Financial Partnership

My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like between your business and family. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and your business by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements. I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC - https://www.aiccfc.org/Team/Dean-Lyman). With my expertise, I can help you with college planning, business and retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more. I'm a member of several organizations to both advocate and constantly improve my knowledge: National Association of Personal Financial Advisors - (https://www.napfa.org/firm/44663/26063) Certified Financial Planner - (https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/82c12f6f-c25a-4aaf-9c5a-f06ca78f3e8f) Fee-Only Network - (https://www.feeonlynetwork.com/financial-advisor/dilworth-lyman/) On a personal note, I live in the Midwest, but I meet clients virtually throughout the US. My wife and I have five children that keep us on our toes. Our family likes activities in the outdoors and travel. If you’d like to talk to me about planning for you as a family and business, please set up a FREE conversation (https://calendly.com/your-financial-partnership/30min) with me so you can get that financial peace of mind you deserve through our partnership.

Business ownership considerations Family Business Business succession planning Founder/Business Owner
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James K

Series 66

Lee's Summit, MO

LSA TPM, LLC

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Founder/Business Owner
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Jared F

CFP®, Series 65

Independence, MO

Freedom Financial Advisors, LLC

General retirement planning Cash flow / budgeting Charitable giving & philanthropy General tax planning
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Kristine M

CFP®, Series 63, Series 65

Independence, MO

Beacon Financial Advisors, LLC

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.) Debt management
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Clint H

CFP®, Series 66

Lee's Summit, MO

NextGen Wealth

General retirement planning Cash flow / budgeting
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