Bryson Slater (CRD# 6114648) is an Investment Advisor Representative working at Petrovic Financial Services in Prairie Village, KS and has over 11 years of experience in the finance industry. Bryson Slater 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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Petrovic Financial Services (f/k/a Petrovic Weaver Financial) | Prairie Village, KS | Sep 2017 - Current | 6 |
| Gwfs Equities, Inc. | Overland Park, KS | Sep 2014 - Aug 2017 | 2 |
| J.p. Morgan Retirement Plan Services LLC | Overland Park, KS | Aug 2012 - Sep 2014 | 2 |
| J.p. Morgan Institutional Investments Inc. | Overland Park, KS | Aug 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
- KS
-
Total Assets Under Management185MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$355,943
- 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
KS, MO, TX
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