Teahan Frisch Wealth Management

Merrill Lynch Wealth Management
4801 Main Street
Suite 600
Kansas City MO 64112
(816) 932.9761
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Our team’s motto “Excellence Matters” is demonstrated through our commitment to the highest standards of accuracy, integrity, and efficiency. Every financial analysis, report, and strategy adheres to quality controls, reflecting our dedication to delivering results and exceeding client expectations. This commitment in our processes, training, and culture, reinforces that excellence is not just an aspiration but a principle guiding our operations and decision-making.
Teahan Frisch Wealth Management
Welcome

Teahan Frisch Wealth Management offers targeted financial advice, knowledgeable investment guidance and integrated wealth management services to affluent individuals, families and small businesses. Our mission is to work closely with you to develop a wealth management strategy that encompasses your goals, your priorities, your values and your vision of the future.

We believe you should be fully involved in planning for your financial future. That's why the relationship with you begins by helping us determine your investment style. The team can then help identify and address individual goals that are personally meaningful to you. With a better understanding of how you think about investing, a comprehensive strategy can be designed to help you make the most of your financial resources.

Recognition
Conner Teahan
Senior Vice President, Wealth Management Advisor
Forbes "America's Top Next-Generation Wealth Advisors", 2018-2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
About Us
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Conner Teahan,

CPFA®, CPWA®

Senior Vice President, Wealth Management Advisor
816.932.9746
Zach Frisch,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
816.932.9761
Chris Teahan,

CRPC™

Financial Advisor
816.932.9900
Marcus Teahan
Wealth Management Client Associate
Karen M Kieff,

CRPC™

Officer, Registered Senior Wealth Management Client Associate
816.932.9745
Kellie Wentz,

CRPC™

Officer, Registered Senior Wealth Management Client Associate
816.932.9732
Karla Sharp
Officer, Wealth Management Client Associate (FP)
816.932.9918
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.