BBB Accredited Business Profile

Affinity Asset Management, LLC

Affinity Asset Management, LLC

(913) 381-4800

Affinity Asset Management, LLC

9 years in business
13220 Metcalf Ave Ste 220
Overland Park, KS 66213-2817
Fax Numbers
  • (913) 381-4804
BBB File Opened: 05/27/2011
Business Started: 03/18/2008
Business Started Locally: 03/18/2008
Business Incorporated: 03/18/2008 in KS
Type of Entity
Limited Liability Company
Business Management
  • Mark Roberts, President/Owner
  • Missy Tullis, Client Relationship Manager
Business Category
  • Financial Planning Consultants
  • Annuities
  • Investment Advisory Service
  • Retirement Planning Service
  • Financial Services
  • Taxes - Consultants & Representatives



This company provides financial services including money management, tax strategies, retirement planning and distribution design.

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BBB Reason for Ratings

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Business Profile

Business Profile

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BBB reports on known significant government actions involving the business's marketplace conduct.

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Affinity Asset Management, LLC

Affinity Asset Management, LLC


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