Broker Check

126 Westwoods Drive Liberty, MO 64068

(816) 781-8782
kari@thomannfinancial.com
Client Login

A Unique Approach.

We are a process driven firm, not a product driven one.  We craft individualized strategies for each and every one of our clients.  At Thomann Financial Services, Inc., we are passionate about achieving your goals.

Our Process

We provide tailored wealth management strategies designed to support your individual needs and goals.

Learn more

Our History

Our decades of experience may help direct your financial future. We pride ourselves on being an integral part of our clients' lives.

Learn more

Our Values

Honor. Integrity. Commitment. Our values are at the forefront of our practice and guide every decision we make.

Learn more

Have a Question?

Thank you!
Oops!

Experience The Difference

Learn More
John Thomann

John A. Thomann CFP®, CLU, ChFC

Founding Principal

816-781-8782

Kari Jo Thomann Bear

Kari Jo Thomann Bear, CFP®

President

(816) 781-8782

Marilyn Thomann

Marilyn K. Thomann

Office Manager

(816) 781-8782

Our Team

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
Learn More

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Learn More

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
Learn More
Client Relationship Summary