Personal Financial Group

Personal Financial Group (CRD# 116806) is a financial advisory firm headquartered in Overland Park, KS. They manage $348,363,105 in 1,436 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    348
    MILLION
  • Total Number of Accounts
    1,436
    ACCOUNTS
  • Average Account Value
    $242,593
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, CA, FL, IA, IL, IN, KS, MD, MI, MO, NC, NE, NV, OH, OK, SC, TN, TX

Financial Advisors at Personal Financial Group
Showing 1 - 7 of 7 top financial advisors.
1
Daniel J. Kammerich
CRD#: 2380950
1121 Main Street, Boonville, MO 65233
96
Wealthminder
score

Daniel Kammerich (CRD# 2380950) is an Investment Advisor Representative working at Personal Financial Group in Boonville, MO and has over 24 years of experience in the finance industry. Daniel Kammerich 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.

2
Russell D. Spencer
CRD#: 4356477
7007 College Blvd., Suite 270, Overland Park, KS 66211
96
Wealthminder
score

Russell Spencer (CRD# 4356477) is an Investment Advisor Representative working at Personal Financial Group in Overland Park, KS and has over 17 years of experience in the finance industry. Russell Spencer 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.

3
Linda E. Migliazzo
CRD#: 4670858
7007 College Blvd., Suite 270, Overland Park, KS 66211
93
Wealthminder
score

Linda Migliazzo (CRD# 4670858) is an Investment Advisor Representative working at Personal Financial Group in Overland Park, KS and has over 14 years of experience in the finance industry.

4
Jeffrey H. Nessel
CRD#: 717688
7007 College Blvd., Suite 270, Overland Park, KS 66211
93
Wealthminder
score

Jeffrey Nessel (CRD# 717688) is an Investment Advisor Representative working at Personal Financial Group in Overland Park, KS and has over 36 years of experience in the finance industry.

5
William D. Bandt
CRD#: 6413534
7007 College Blvd., Suite 270, Overland Park, KS 66211
90
Wealthminder
score

William Bandt (CRD# 6413534) is an Investment Advisor Representative working at Personal Financial Group in Overland Park, KS and has over 4 years of experience in the finance industry.

6
James T. Vandyke
CRD#: 6384050
7007 College Blvd., Suite 270, Overland Park, KS 66211
89
Wealthminder
score

James Vandyke (CRD# 6384050) is an Investment Advisor Representative working at Personal Financial Group in Overland Park, KS and has over 2 years of experience in the finance industry.

7
Donald C. Clark
CRD#: 2139602
7007 College Blvd., Suite 270, Overland Park, KS 66211
86
Wealthminder
score

Donald Clark (CRD# 2139602) is an Investment Advisor Representative working at Personal Financial Group in Overland Park, KS and has over 26 years of experience in the finance industry. Donald Clark 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.

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