Tressa Wasson (CRD# 5679363) is an Investment Advisor Representative working at Retirement Planning Specialists - Midwest, LLC in Basehor, KS and has over 12 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rps Insurance Solutions, LLC | Basehor, KS | Jan 2017 - Current | 7 |
| Retirement Planning Specialists - Midwest, LLC | Basehor, KS | Sep 2016 - Current | 7 |
| Tressa Wasson, Sole Proprietor | Olathe, KS | Sep 2016 - Jan 2017 | < 1 |
| Safe Harbor Financial Planning Group, LLC | Kansas City, MO | Aug 2012 - Dec 2016 | 4 |
| Safe Harbor Financial Planning Group | Kansas City, MO | Aug 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- KS
- MO
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
KS, MO, TX
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