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ATWOOD & PALMER, INC.

KANSAS CITY, MO · CRD 104995 · IAPD ↗ · atwoodpalmer.com · 816-931-2266

$2.04BRegulatory AUM
6Advisory reps
9Employees
0Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — ATWOOD & PALMER, INC. notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — ATWOOD & PALMER, INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — ATWOOD & PALMER, INC. now reports custody of client assets ($799.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.