Richard Salmen, financial advisor Lenexa KS

Richard Salmen

CRD Number: 2230266
Current Firm: Family Investment Center

Richard Salmen (CRD# 2230266) is an Investment Advisor Representative working at Family Investment Center in Lenexa, KS and has over 30 years of experience in the finance industry. Richard Salmen 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
Family Investment Center Saint Joseph, MO Oct 2017 - Current 4
Northern Financial Advisors, Inc. Bloomfield Hills, MI Sep 2017 - Dec 2017 < 1
Northern Financial Advisors, Inc. Bloomfield Hills, MI Aug 2016 - Sep 2017 1
Bosc, Inc. Overland Park, KS Jan 2016 - May 2016 < 1
Bokf, Na Overland Park, KS Jan 2016 - May 2016 < 1
Bok Financial Overland Park, KS Mar 2014 - May 2016 2
Gtrust Overland Park, KS Jun 1997 - Feb 2014 16
Federal Aviation Administration Olathe, KS Aug 1988 - Mar 2013 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
Contact Info for Richard C. Salmen
Phone Number: 816-233-4100
Registered State(s):
  • KS
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    484
    MILLIONS
  • Total Number of Accounts
    1,605
    ACCOUNTS
  • Average Account Value
    $301,276
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IN, KS, LA, MO, NC, NE, NH, TX, VA

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