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About Us
Our mission is to make financial “adulting” easier for our clients
At APS Ventures, our mission revolves around simplifying the financial landscape for our clients, making the often-daunting task of managing personal finances and insurance more approachable and less intimidating. We understand that navigating the intricacies of financial planning, investment strategies, and insurance policies can feel overwhelming, especially for those who are taking their first steps towards financial independence and stability.
Our goal is to help simplify the process, providing clear, straightforward guidance and support that empowers you to make informed decisions with confidence. Whether you're setting up your first savings account, planning for retirement, or exploring insurance options, we're here to provide the knowledge and tools you need to succeed. We believe that everyone deserves access to quality financial advice, regardless of their background or financial status.
Andrew Surber, NSSA®️
The global financial crisis of 2008-2009 first piqued Andrew’s interest in the financial markets. With a business degree and an entrepreneurial spirit, he dreamed of striking out on his own terms in the financial industry. After building insight for seven years with a regional advisory firm, Andrew launched APS Ventures to pursue his long-term vision of serving clients in a new way. He leads the team, manages the firm’s performance, reporting and speaks the truth.
CEO
Ted Perez
Ted Perez is a Financial Advisor at APS Ventures with over 20 years of helping families with reaching their financial goals. He assesses the financial needs of individuals and helps them with decisions on investments, and insurance.
By focusing on educating his clients about the current financial landscape, Ted Perez has been able to put his Bachelor of Finance & Management earned at Park University to good use. Over the years, His commitment to customer service at Scottrade gave him the confidence to move to the Independent side in 2016.
When he is not at APS Ventures, Ted Perez is an avid Kansas City Sports Fan and loves spending time with his wife Sarah and their son Isaac.
Financial Advisor
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Investment advisory services provided by APS Ventures, LLC, a registered investment adviser. This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
All content on this site is for informational purposes only and should not be considered investment advice. Material presented and links provided to other websites are believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.
APS Ventures, LLC and its representatives do not provide tax or legal advice and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.