Nicholas Hennessy (CRD# 7640726) is an Investment Advisor Representative working at Money Concepts Advisory Service in Mission Woods, KS and has 1 year 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 |
---|---|---|---|
Money Concepts Capital Corp | Palm Beach Gardens, FL | Jan 2023 - Current | 1 |
Country Club Bank | Mission Woods, KS | Sep 2022 - Current | 1 |
Snap-on Incorporated | Kenosha, WI | Jul 2021 - Sep 2022 | 1 |
The Pembroke Hill School | Kansas City, MO | Aug 2007 - Jul 2021 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
S63 | Uniform Securities State Law Examination | May 2023 |
- KS
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Total Assets Under Management2,904MILLIONS
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Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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