Holistic Planning - Kansas City

Palmer Square Capital Management LLC is a financial services company based in Mission, Kansas, specializing in lending to and investing in corporate debt securities of privately held companies across various sizes. With approximately $34 billion in assets under management and a team of 32 investment professionals, the firm offers customized investment solutions, private funds, mutual funds, and exchange-traded funds focussed on corporate and structured credit. The company operates a structured credit platform that includes various indices, such as the Palmer Square CLO Senior Debt Index and the Palmer Square EUR CLO Debt Index, which provide observable pricing and total return metrics for CLO debt in the U.S. and Europe. Guided by a clear philosophy and strong business principles, Palmer Square Capital prides itself on a high client retention rate of 95%, reflecting its commitment to serving clients globally. Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.