Financial Partners Group, Inc.
Financial Partners Group, Inc. (CRD# 288644) is a financial advisory firm headquartered in Overland Park, KS. They manage $681,973,614 in 3,177 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management682MILLION
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Total Number of Accounts3,177ACCOUNTS
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Average Account Value$214,660
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, KS, LA, MD, MO, NE, NH, OK, TX
James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.
He is an active member of the Financial Service Professional society (FSP) where he has served as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager™ Reward** in 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of "The 10 Most Dependable"™ Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*
Joshua Britton (CRD# 4731865) is an Investment Advisor Representative working at Financial Partners Group, Inc. in Overland Park, KS and has over 19 years of experience in the finance industry.
Timothy McDermott (CRD# 3140950) is an Investment Advisor Representative working at Financial Partners Group, Inc. in Overland Park, KS and has over 24 years of experience in the finance industry. Timothy McDermott 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.
Samuel Mellinger (CRD# 4026218) is an Investment Advisor Representative working at Financial Partners Group, Inc. in Overland Park, KS and has over 23 years of experience in the finance industry.
Mark Saper (CRD# 2133491) is an Investment Advisor Representative working at Financial Partners Group, Inc. in Overland Park, KS and has over 31 years of experience in the finance industry.
Christian Dunker (CRD# 6528525) is an Investment Advisor Representative working at Financial Partners Group, Inc. in Overland Park, KS and has over 6 years of experience in the finance industry.
Michael Strouse (CRD# 7510886) is an Investment Advisor Representative working at Financial Partners Group, Inc. in Overland Park, KS and has 1 year of experience in the finance industry.