Jonathan Kinne (CRD# 7054851) is an Investment Advisor Representative working at Sunesis Advisors, LLC in Overland Park, KS and has over 5 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 |
|---|---|---|---|
| Sunesis Advisors, LLC | Overland Park, KS | Apr 2017 - Current | 7 |
| Self Employed | Roeland Park, KS | May 2016 - Mar 2018 | 1 |
| Spin Concepts, Inc. | Olathe, KS | Sep 2014 - May 2016 | 1 |
| Audio Rent Kc | Shawnee, KS | May 2014 - Oct 2014 | < 1 |
| N/a | Overland Park, KS | May 2004 - May 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- KS
-
Total Assets Under Management1,211MILLIONS
-
Total Number of Accounts475ACCOUNTS
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Average Account Value$2,550,190
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
KS
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