Financial Advisory Service Inc.

Financial Advisory Service Inc. (CRD# 109796) is a financial advisory firm headquartered in Leawood, KS. They manage $964,220,170 in 3,075 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    964
    MILLION
  • Total Number of Accounts
    3,075
    ACCOUNTS
  • Average Account Value
    $313,568
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, FL, GA, IA, IL, KS, LA, MN, MO, NC, NE, NY, OK, TX, WI

Financial Advisors at Financial Advisory Service Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Jacob S. Barnes
CRD#: 6079812
4747 West 135th Street, Suite 100, Leawood, KS 66224
98
Wealthminder
score

Jacob Barnes (CRD# 6079812) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 3 years of experience in the finance industry.

2
James G. Dussold
CRD#: 1380347
4747 West 135h Street #100, Leawood, KS 66224
96
Wealthminder
score

James Dussold (CRD# 1380347) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 32 years of experience in the finance industry. James Dussold 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.

3
Max W. Greer
CRD#: 727033
4747 West 135th Street #100, Leawood, KS 66224
96
Wealthminder
score

Max Greer (CRD# 727033) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 36 years of experience in the finance industry. Max Greer 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.

4
John K. McDonald
CRD#: 5485916
4747 West 135th Street, Suite 100, Leawood, KS 66224
96
Wealthminder
score

John McDonald (CRD# 5485916) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 6 years of experience in the finance industry. John McDonald 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.

5
Jerome W. McKenzie
CRD#: 1366875
4747 West 135th Street #100, Leawood, KS 66224
96
Wealthminder
score

Jerome McKenzie (CRD# 1366875) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 28 years of experience in the finance industry. Jerome McKenzie 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.

6
John T. Meier
CRD#: 4245676
4747 West 135th Street, Suite 100, Leawood, KS 66224
96
Wealthminder
score

John Meier (CRD# 4245676) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 17 years of experience in the finance industry. John Meier 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.

7
Stanley D. Biggs
CRD#: 6181939
4747 West 135th Street, Suite 100, Leawood, KS 66224
93
Wealthminder
score

Stanley Biggs (CRD# 6181939) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 4 years of experience in the finance industry. Stanley Biggs 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.

8
Michael D. Leonard
CRD#: 3126509
4747 West 135th Street, Suite 100, Leawood, KS 66224
93
Wealthminder
score

Michael Leonard (CRD# 3126509) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 18 years of experience in the finance industry.

9
John A. Meier
CRD#: 2869160
4747 West 135th Street #100, Leawood, KS 66224
93
Wealthminder
score

John Meier (CRD# 2869160) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 20 years of experience in the finance industry.

10
Scott A. Sadaro
CRD#: 4766456
4747 West 135th Street, Suite 100, Leawood, KS 66224
93
Wealthminder
score

Scott Sadaro (CRD# 4766456) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 15 years of experience in the finance industry.

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