Five Star award winner R. Brook Menees

PROFESSIONAL PROFILE

Contact Me

R. Brook Menees

Founder & Financial Advisor

Instrumental Advisors, Inc.

10540 Marty, Ste. 210

Overland Park, Kansas 66212

Office: 913-322-2100

Brook.Menees@InstrumentalAdvisors.com
https://www.InstrumentalAdvisors.com

Professional Approach

About Brook

Brook is a CERTIFIED FINANCIAL PLANNER™ professional with more than 30 years of experience as a Financial Advisor. Brook and his exceptional staff members work tirelessly to assist business owners and individuals who have the financial resources to build and preserve their wealth for important business goals, personal goals, and charitable causes. Brook and his staff always put the client's needs and concerns first, and has the experience & expertise to assist clients with their unique financial circumstances.

Brook graduated from Shawnee Mission East High School in Prairie Village, KS, and went on to graduate from the University of Kansas with a major in French Literature and minors in Biology & Chemistry. While at KU, in addition to having success academically, Brook involved himself in many student organizations including Student Union Activities, Board of Class Officers, and Student Senate. Brook was Treasurer of the Sophomore Class, President of the Junior Class, and Student Body President his senior year. Brook was the 1989 recipient of the prestigious Katherine A. Giele Scholarship given to only one student leader per school year. Brook also studied in France as part of his curriculum and voluntarily studied for and passed the French government's language proficiency exam.

In 1992, Brook entered the financial services business with Kansas City Financial Group. He then spent nearly ten years at Edward Jones where he was a limited partner and handpicked to be the Compliance & Ethics Leader in a region of 42 advisors. In 2009, Brook decided to become an independent financial advisor and affiliated with LPL Financial, the largest broker/dealer serving independent advisors and their clients¹. In January of 2014, Brook opened his own boutique firm called Instrumental Advisors in order to create a financial organization that operates with maximum integrity and treats clients in a Ritz-like fashion.

1. As Reported by Financial Planning Magazine, June 1996-2022, based on total revenue.

See Accomplishments

This award was issued on 01/01/23 by Five Star Professional (FSP) for the time period 04/18/22 through 10/21/22. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1,843 Kansas City-area wealth managers were considered for the award; 138 (7% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 1670, 128, 8%, 1/1/22, 4/20/21 - 10/15/21; 2021: 1678, 118, 7%, 1/1/21, 4/20/20 - 10/23/20; 2020: 1579, 115, 7%, 1/1/20, 4/1/19 - 11/13/19; 2019: 1574, 134, 9%, 1/1/19, 5/11/18 - 11/27/18; 2018: 1387, 119, 9%, 1/1/18, 5/17/17 - 11/30/17; 2017: 952, 212, 22%, 12/1/16, 3/26/16 - 11/28/16; 2016: 880, 216, 25%, 11/1/15, 5/20/15 - 10/15/15; 2015: 1572, 201, 13%, 12/1/14, 5/20/14 - 10/15/14; 2014: 785, 176, 22%, 12/1/13, 5/20/13 - 10/15/13; 2013: 766, 203, 27%, 12/1/12, 5/20/12 - 10/15/12; 2012: 676, 200, 30%, 11/1/11, 5/20/11 - 10/15/11.

Click to access BrokerCheck

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through V Wealth Advisors, LLC, a registered investment advisor and separate entity from LPL Financial. Instrumental Advisors, Inc. is also a separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, AR, CA, CO, DC, FL, GA, IL, IN, IA, KS, KY, MA, ME, MN, MO, NE, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TX, UT, Virgin Islands, VA.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.