Family Investment Center

Family Investment Center (CRD# 113799) is a financial advisory firm headquartered in Saint Joseph, MO. They manage $131,191,381 in 756 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    756
    ACCOUNTS
  • Average Account Value
    $173,534
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO, NH, OK, TX

Financial Advisors at Family Investment Center
Showing 1 - 4 of 4 top financial advisors.
1
Thaddus "dan" S. Danford
CRD#: 3067053
3805 Beck Road, Saint Joseph, MO 64506
96
Wealthminder
score

Thaddus "dan" Danford (CRD# 3067053) is an Investment Advisor Representative working at Family Investment Center in Saint Joseph, MO and has over 18 years of experience in the finance industry. Thaddus "dan" Danford 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.

2
Janice E. Coder
CRD#: 5312955
3805 Beck Road, Saint Joseph, MO 64506
93
Wealthminder
score

Janice Coder (CRD# 5312955) is an Investment Advisor Representative working at Family Investment Center in Saint Joseph, MO and has over 7 years of experience in the finance industry.

3
Laura E. Holthaus
CRD#: 5798031
3805 Beck Road, Saint Joseph, MO 64506
93
Wealthminder
score

Laura Holthaus (CRD# 5798031) is an Investment Advisor Representative working at Family Investment Center in Saint Joseph, MO and has over 6 years of experience in the finance industry.

4
Christopher R. Stiens
CRD#: 6047724
3805 Beck Road, Saint Joseph, MO 64506
90
Wealthminder
score

Christopher Stiens (CRD# 6047724) is an Investment Advisor Representative working at Family Investment Center in Saint Joseph, MO and has over 4 years of experience in the finance industry.

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