Family Investment Center
Family Investment Center (CRD# 113799) is a financial advisory firm headquartered in Saint Joseph, MO. They manage $483,548,203 in 1,605 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management484MILLION
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Total Number of Accounts1,605ACCOUNTS
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Average Account Value$301,276
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, IA, IN, KS, LA, MO, NC, NE, NH, TX, VA
Janice Coder (CRD# 5312955) is an Investment Advisor Representative working at Family Investment Center in Saint Joseph, MO and has over 12 years of experience in the finance industry.
Christine Danford (CRD# 7022910) is an Investment Advisor Representative working at Family Investment Center in Saint Joseph, MO and has over 3 years of experience in the finance industry.
Thaddus "dan" Danford (CRD# 3067053) is an Investment Advisor Representative working at Family Investment Center in Saint Joseph, MO and has over 24 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.
Nathan Goodman (CRD# 5651502) is an Investment Advisor Representative working at Family Investment Center in Lenexa, KS and has over 13 years of experience in the finance industry. Nathan Goodman 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.
Taren McMurray (CRD# 7030055) is an Investment Advisor Representative working at Family Investment Center in Lenexa, KS and has over 3 years of experience in the finance industry.
Richard Salmen (CRD# 2230266) is an Investment Advisor Representative working at Family Investment Center in Lenexa, KS and has over 30 years of experience in the finance industry. Richard Salmen 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.
Christopher Stiens (CRD# 6047724) is an Investment Advisor Representative working at Family Investment Center in Saint Joseph, MO and has over 9 years of experience in the finance industry.
Sidney Davis (CRD# 7393682) is an Investment Advisor Representative working at Family Investment Center in Saint Joseph, MO and has 1 year of experience in the finance industry.
Tamara Stelting (CRD# 7429235) is an Investment Advisor Representative working at Family Investment Center in Lenexa, KS and has 1 year of experience in the finance industry.