Isaac Boll, financial advisor Leawood KS

Isaac Boll

CRD Number: 6505200
Current Firm: Financial Advisory Service Inc.

Isaac Boll (CRD# 6505200) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has 1 year of experience in the finance industry. Isaac Boll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Advisory Service, Inc. Leawood, KS Apr 2020 - Current < 1
Fas Corp. Leawood, KS Apr 2020 - Current < 1
Peterson Wealth Advisors Springfield, MO Jan 2019 - Jan 2020 1
Commonwealth Financial Network Waltham, MA Jan 2019 - Jan 2020 1
Nylife Securities LLC Overland Park, KS Jul 2018 - Jan 2019 < 1
New York Life Insurance Company Overland Park, KS Jun 2018 - Jan 2019 < 1
Northwestern Mutual Springfield, MO Apr 2015 - Jun 2018 3
Twin Oaks Country Club Springfield, MO Jun 2013 - Apr 2015 1
Einsteins Bagels Springfield, MO Oct 2012 - Jun 2014 1
Unemployed Springfield, MO Aug 2010 - Aug 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Isaac A. Boll
Phone Number: 913-239-2300
Firm Website: https://www.linkedin.com
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    1,421
    MILLIONS
  • Total Number of Accounts
    3,743
    ACCOUNTS
  • Average Account Value
    $379,511
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, IL, KS, LA, MD, MO, NC, NE, NY, OK, PA, TX, WA, WI

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