Perry Streit, financial advisor Salina KS

Perry Streit

CRD Number: 2035367
Current Firm: Chief Advisors Corp

Perry Streit (CRD# 2035367) is an Investment Advisor Representative working at Chief Advisors Corp in Salina, KS and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
First Asset Financial Inc. Salina, KS Mar 2007 - Current 15
Streit Financial Services Salina, KS Sep 1999 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Perry L. Streit
Phone Number: 785-827-7700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    98
    MILLIONS
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $256,527
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

KS, MI, MO

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