James Schank (CRD# 5414518) is an Investment Advisor Representative working at Pcg Wealth Management 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 |
---|---|---|---|
Pcg Wealth Advisors, Llc (dba: Pcg Wealth Management) | Kansas City, KS | Jan 2018 - Current | 6 |
Lpl Financial, LLC | Kansas City, MO | Jan 2017 - Current | 7 |
Jim Schank | Parkville, MO | Sep 1980 - Current | 43 |
V Wealth Management, LLC | Kansas City, MO | Feb 2017 - Jan 2018 | < 1 |
Craig Kurth | Gladstone, MO | May 2015 - Jan 2017 | 1 |
Phillip Fine | Leawood, KS | Feb 2014 - Jan 2017 | 2 |
Various Insurance Carriers For W&r Insurance Agencies | Parkville, MO | Nov 2007 - Dec 2016 | 9 |
Waddell & Reed, Inc. | Gladstone, MO | Aug 2007 - Dec 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- MO
-
Total Assets Under Management666MILLIONS
-
Total Number of Accounts4,174ACCOUNTS
-
Average Account Value$159,528
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, AZ, CA, CO, FL, IL, IN, KS, KY, MO, NC, NE, NH, OK, PA, SC, TN, TX, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.