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About Us

Holistiq Financial LLC is a financial services firm in Lees Summit, MO, helping business owners and retirees with tax-smart investing and retirement planning.

Office Address

211 SE Grand Ave Ste B
Lee's Summit MO 64063

Contact Info

(816) 669-2013
dougb@holistiqfinancial.com

Get in touch

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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