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Keith Winterhalter
Keith Winterhalter
Financial Advisor
4520 Main Street
8th Floor
Kansas City, MO 64111
tel: 816-932-7853
toll free: 800-821-6119
fax: 816-932-7836
Email Me
Welcome Associations Services Education
Welcome

I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Associations
  • Knights of Columbus
    Shawnee, KS
  • Lenexa Chamber of Commerce
  • Greater Kansas Chamber of Commerce
  • Sierra Club
    Heart of America
  • United States Green Building Council
  • Olathe Chamber of Commerce
Services
  • Asset Management
  • Business Planning
  • Estate Planning
  • Financial Planning
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • Socially Responsible Investing
Education and Licensing
  • B.S. - Business Administration, 1976
    Penn State University
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Insurance Licensed
Bulletin Board
  • Have you considered the odds that you will need long term care? Long term care insurance can be a valuable extension of your retirement and financial plans and help protect your savings. If you would like to learn more, speak with us.
  • Is aligning your investments with your values and social beliefs important to you? If so, talk to me about socially responsible investing.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
Keith Winterhalter is licensed in the following state(s): CA, FL, GA, KS, MO, PA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Doing Well by Doing Good (pdf)
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