Stephen Lyddon is a CFP-designated registered investment advisor at Opine Financial Advisors, based in Kansas City, MO, with 18 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Opine Financial Advisors provides investment advice on assets invested primarily in no-load or low-load mutual funds and exchange-traded funds. Stocks and bonds may also be purchased. The firm does not receive compensation from fund companies. Investment advice is included as part of financial planning services, which are billed hourly at $200/hour.
Location
3903 Main Street, Kansas City, MO, 64111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a franchise owner and general manager of a Jackson Hewitt Tax Service since 1992, dedicating full-time hours to this role. His duties include supervising the company's operations and client relations.
Employment History
Current Registrations
Opine Financial Advisors
Previous Registrations
Opine Financial Advisors
Opine Financial Advisors
Opine Financial Advisors
Opine Financial Advisors
State Registrations1 state
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