Financial Avenues

Financial Avenues (CRD# 153458) is a financial advisory firm headquartered in , . They manage $28,927,355 in 112 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $258,280
Compensation Options
  • 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
  • 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, TX

Financial Advisors at Financial Avenues
Showing 1 - 1 of 1 top financial advisors.
1
Tracy L. St. John
CRD#: 2094475
Kansas City, MO
100
Wealthminder
score

Tracy St. John (CRD# 2094475) is an Investment Advisor Representative working at Financial Avenues in Kansas City, MO and has over 19 years of experience in the finance industry.

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