Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $93,570
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

CA, CO, IA, KS, MO, NE, NJ, OK, TX

Financial Advisors at Firstpoint Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bryan H. Pepper
CRD#: 5040301
4200 West 115th Street, Suite 100, Leawood, KS 66211
100
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.