Kerry Niece, CLU, ChFC®, CFP®, CDFA™ is the founder
and President of National Financial Services, Inc. of
Independence, Missouri and is a leading professional
in the financial services industry. Since 1975 she has
dedicated herself to providing investment management
and strategic wealth planning to her clients as their trusted advisor. Her
primary focus is to educate and provide unbiased opinions that are designed
to achieve long-term investment results with the highest levels of trust,
integrity and respect.
A graduate of Fort Hays State University, Kerry holds a Bachelor of Science
Degree in Psychology and began her professional career as a teacher. After
finding the satisfaction that comes with helping people make informed
financial decisions, Kerry transitioned her career choice to become a
financial advisor and continues to educate her clients on the ever-important
issues related to their financial future. She has become well-known and
respected as a financial educator throughout the Kansas/Missouri region.
Kerry is a regular guest on the Peter Newman Show, heard on KMBZ radio in
the Greater Kansas City market, to discuss financial matters of importance
to the listening audience.
As a Certified Divorce Financial Analyst®, Kerry has a unique ability to assist
her clients that may be going through the life-changing events of divorce by
offering an objective perspective that has proven beneficial to her clients’
financial wellbeing. As such, she interacts with clients and their attorneys
to create a professional analysis of marital assets and develop an equitable
plan for the distribution of the same.
Kerry also specializes in effective retirement planning for her clients.
Through her continuing education and 35 plus years of experience, she has
gained a wealth of knowledge in the areas of asset allocation, budgeting,
forecasting, taxation, and financial tools and products in order to establish
realistic goals and the strategy by which to reach them. Her mission is to
develop her clients’ assets through personalized custom-made solutions
intended to reflect each client’s standards, goals and objectives. Based on
her extensive knowledge and understanding of today’s markets, Kerry has
an unwavering commitment to provide exceptional service to her clients and
supply them with the most accurate, up-to-date and honest advice for their
given situation, so they may obtain financial success and freedom.
Additional information about Kerry and National Financial Services, Inc. can
be obtained by visiting:
or by calling Kerry’s office directly at: (816) 478-9570.
Kerry can also be reached by email at [email protected].