James Kasper (CRD# 4897585) is an Investment Advisor Representative working at Lsa Tpm, LLC in Lees Summit, MO and has over 17 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities Inc. | Jackson, TN | Nov 2018 - Current | 5 |
| Cs Planning | Lee's Summit, MO | Oct 2010 - Current | 13 |
| Life Strategies Analytics | Lee's Summit, MO | Aug 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- MO
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$916,240
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
MO
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