Stephen GodfreyCRD Number: 1866559
Current Firm: Financial Planning Partners
Stephen Godfrey (CRD# 1866559) is an Investment Advisor Representative working at Financial Planning Partners in Leawood, KS and has over 33 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Financial Planning Partners||Leawood, KS||Mar 2005 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1988|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management49MILLIONS
Total Number of Accounts75ACCOUNTS
Average Account Value$648,067
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
KS, MO, TX
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