Financial Management Services, Inc.

Financial Management Services, Inc. (CRD# 115897) is a financial advisory firm headquartered in Overland Park, KS. They serve the financial needs of clients across 4 states (or territories).

Current Firm Details
11235 Mastin Street, Suite 203, Overland Park, KS 66210
http://www.fmsiconsulting.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MN, OH, TX

Financial Advisors at Financial Management Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Charles Crouch, financial advisor Overland Park KS
Charles R. Crouch
CRD#: 4209436
11235 Mastin Street, Suite 203, Overland Park, KS 66210

Charles Crouch (CRD# 4209436) is an Investment Advisor Representative working at Financial Management Services, Inc. in Overland Park, KS and has over 23 years of experience in the finance industry.

2
Cory Poncelet, financial advisor Overland Park KS
Cory Poncelet
CRD#: 7581806
11235 Mastin Street, Suite 203, Overland Park, KS 66210

Cory Poncelet (CRD# 7581806) is an Investment Advisor Representative working at Financial Management Services, Inc. in Overland Park, KS and has 1 year of experience in the finance industry.

3
Adam Wilson, financial advisor Overland Park KS
Adam N. Wilson
CRD#: 5240592
11235 Mastin Street, Suite 203, Overland Park, KS 66210

Adam Wilson (CRD# 5240592) is an Investment Advisor Representative working at Financial Management Services, Inc. in Overland Park, KS and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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