Firstpoint Financial, LLC
Firstpoint Financial, LLC (CRD# 168793) is a financial advisory firm headquartered in Leawood, KS. They manage $36,398,766 in 389 accounts and serve the financial needs of clients across 9 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts389ACCOUNTS
Average Account Value$93,570
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, IA, KS, MO, NE, NJ, OK, TX
Bryan Pepper (CRD# 5040301) is an Investment Advisor Representative working at Firstpoint Financial, LLC in Leawood, KS and has over 9 years of experience in the finance industry.