Friedline Financial combines knowledge, experience, and faith to provide clarity and direction to our clients as they embark on this new journey called retirement.
Friedline Financial has been providing the Greater Kansas City, Missouri Area with financial planning and retirement services since 2007. We are dedicated to maintaining close relationships with our clients to efficiently achieve their specific financial goals, and help them prepare for the future they’ve hoped for! We work with a team of professionals to strategically manage assets in a way that’s both suitable to the client’s needs and fruitful for their retirement.
Today, having confidence in retirement is hard to come by! Friedline Financial helps you get there by doing the planning so you can do the retiring!
Your first consultation is completely complimentary! We want an opportunity to get to know you. We also want to give you the opportunity to become acquainted with the Friedline Team and our mission of "creating a lasting legacy for our clients and those they leave behind." One of our primary goals is to provide a complete financial plan for our clients taking into account retirement, tax, and financial estate planning. We work closely with a tax preparer and an attorney to make sure that we recommend investments and distributions from those investments that will maximize our clients’ retirement funds.
Meet the Friedline Financial Team!
Lyall W. Friedline
Lyall W. Friedline
Lyall W. Friedline is a native of the Kansas City area and currently resides in Lee’s Summit with his wife and two daughters. Over the last ten years, Lyall has dedicated his business to offering straightforward financial advice to residents of the Greater Kansas City, Missouri Area. His main goal is growing and protecting his clients' assets while in their working years, and creating and implementing strategies designed to help provide lasting income for them in retirement. As an investment advisor representative, Lyall is a practicing professional who helps his clients deal with various personal financial issues. As an independent agent, he is guided by his clients’ objectives rather than any one single investment. Lyall is dedicated to helping his clients create a lasting legacy for their heirs.
He holds several resident and non-resident licenses including:
Securities Licenses Series 6, 7, 63, and 65
Missouri Life & Health Insurance License
Kansas Life & Health Insurance License
Iowa, Illinois, Oklahoma Life & Health Insurance Licensed
Favorite joke: Alexander Hamilton originated the put and take system in our national treasury: the taxpayers put it in, and the politicians take it out.
Jason Friedline is a licensed stockbroker, investment advisor representative, and an IRS certified tax preparer. His bachelor’s degree is in Business from the University of Missouri, along with a Master’s Degree in Business Administration from Park University in Parkville, MO. Jason has a background in finance and accounting and is now full time with the Friedline Financial Team! He lives in Olathe, Kansas with his wife and his six children.
First Concert you ever attended: The Village People, Marky Mark and the Funky Bunch, and Technotronic in 1993.
Cindy Kennedy has lived in Lee’s Summit for over 18 years with her husband and two children. She has worked in the financial industry for over 15 years, mostly with sales and marketing departments of large mutual fund companies. She holds a Bachelor’s Degree in Business Management from the University of Missouri – Kansas City. Cindy is happy to promote business in downtown Lee’s Summit where several members of her family have owned and operated businesses over the last 50 years!
Cindy’s priority is making sure that our clients feel confident and comfortable working with Friedline Financial. As we are working with our clients’ life savings/retirement funds, her goal is to be sure transactions are executed quickly and efficiently!
Cindy holds a Missouri Insurance License for Life / Accident & Health, and a Series 65 Securities License.
Favorite Vacation Spot: Disney World in Florida!
Brent Murff is a Kansas City native, currently residing in Blue Springs with his wife and 3 children. He has a bachelor’s degree in marketing from Missouri State University. After obtaining his bachelor’s degree, Brent studied at Rockhurst University/Research College of Nursing where he attained his bachelor’s in nursing degree and his master’s degree and functioned as a nurse practitioner. Brent is a licensed stockbroker and holds series 7 and 66 licenses. He also is licensed for life, accident, and health insurance in Missouri and Kansas. Brent makes listening a priority, so is able to understand clients’ objectives when helping them plan for a financially healthy future.
Brent’s favorite quote: Take care of your body as if you were going to live forever; and take care of your soul as if you were going to die tomorrow. -Attr. St. Augustine
Sean Bowling resides in Tightwad, MO with his son. He is in the final stages of obtaining his bachelor's degree in accounting from Central Methodist University. Afterwards, Sean will begin studies towards a master's degree in the same field. He is excited for the steps along the way as he continues to grow as a part of our team.
Favorite Hobbies: Fishing and playing baseball with his son.
Kirk Huismann was born and raised in Kansas City, currently living just outside of Lee’s Summit. Kirk graduated with an accounting degree from Rockhurst University where he also earned his Masters in Business Administration (MBA). He is currently studying for his CPA exam to continue his professional growth. Kirk played college baseball and continues to coach young athletes. This background makes him a great fit for our team environment!
Kirk’s favorite national park: I love them all. My fiancée and I plan to visit every national park in the US during our lifetime. My fiancée and I are rock climbers and we will be getting married in Yosemite this year!
From retirement and financial estate planning to taxes and insurance, let us develop your asset portfolio with flexibility and longevity in mind!
Lyall Friedline, Jason Friedline and Brent Murff are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Friedline Financial is not affiliated with USA Financial Securities.
Lyall Friedline, Jason Friedline, and Brent Murff are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Lyall: AZ; FL; IA; IL; IN; KS; MA; MO; NE; OK; TX) (Jason: IN) (Brent: MO). For investment advisory services these states include: (Lyall: AZ; CA; CO; FL; IA; IL; IN; KS; MO; NE; OK) (Jason: AZ; CA; CO; CT; FL; IA; IN; KS; MO; NE; OK; OR) (Brent: MO). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to affect securities transactions or to render personal advice for compensation.