Jace Champlin (CRD# 5494050) is an Investment Advisor Representative working at Rca Wealth Strategies LLC in Overland Park, KS and has over 16 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 |
|---|---|---|---|
| Rca Wealth Strategies LLC | Kansas City, KS | Oct 2021 - Current | 2 |
| Ifs Advisors Dba Insight Financial Services | Overland Park, KS | Jun 2019 - Oct 2021 | 2 |
| Insight Insurance Partners | Overland Park, KS | Jun 2019 - Oct 2021 | 2 |
| Securities America, Inc. | Overland Park, KS | Sep 2020 - Nov 2020 | < 1 |
| Securities Service Network | Overland Park, KS | Jun 2019 - Sep 2020 | 1 |
| Ameritas Life Insurance Corp | Lincoln, NE | Jan 2015 - Jun 2019 | 4 |
| Rca Wealth Strategies | Overland Park, KS | Feb 2013 - Jun 2019 | 6 |
| Ameritas Investment Corp | Lincoln, NE | Jan 2013 - Jun 2019 | 6 |
| Central Financial Services | Overland Park, KS | Jan 2013 - Jun 2019 | 6 |
| The Retirement Store | Overland Park, KS | Sep 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- CA
- KS
- LA
- MO
- NE
- TX
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts511ACCOUNTS
-
Average Account Value$83,366
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, KS, LA, MO, NE, TX
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