Personal Financial Group

Personal Financial Group (CRD# 116806) is a financial advisory firm headquartered in Overland Park, KS. They manage $294,337,529 in 1,329 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    1,329
    ACCOUNTS
  • Average Account Value
    $221,473
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, GA, IA, IL, IN, KS, MD, MI, MO, NC, NE, NH, NV, OH, OK, SC, TN, TX

Financial Advisors at Personal Financial Group
Showing 1 - 10 of 20 top financial advisors.
1
Gregory T. Cornelius
CRD#: 1305516
15056 Antioch Road, Overland Park, KS 66221
96
Wealthminder
score

Gregory Cornelius (CRD# 1305516) is an Investment Advisor Representative working at Personal Financial Group in Overland Park, KS and has over 33 years of experience in the finance industry. Gregory Cornelius 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
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.

3
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 16 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.

4
Mitch D. Carlson
CRD#: 5514653
7007 College Blvd., Suite 270, Overland Park, KS 66211
93
Wealthminder
score

Mitch Carlson (CRD# 5514653) is an Investment Advisor Representative working at Personal Financial Group in Overland Park, KS and has over 9 years of experience in the finance industry.

5
Craig S. Fisch
CRD#: 1538511
7007 College Blvd., Suite 270, Overland Park, KS 66211
93
Wealthminder
score

Craig Fisch (CRD# 1538511) is an Investment Advisor Representative working at Personal Financial Group in Overland Park, KS and has over 30 years of experience in the finance industry.

6
Peter J. Hartwick
CRD#: 4884490
7007 College Blvd., Suite 270, Overland Park, KS 66211
93
Wealthminder
score

Peter Hartwick (CRD# 4884490) is an Investment Advisor Representative working at Personal Financial Group in Overland Park, KS and has over 12 years of experience in the finance industry.

7
Eric A. Johnson
CRD#: 1717492
7007 College Blvd., Suite 270, Overland Park, KS 66211
93
Wealthminder
score

Eric Johnson (CRD# 1717492) is an Investment Advisor Representative working at Personal Financial Group in Overland Park, KS and has over 29 years of experience in the finance industry.

8
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.

9
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.

10
Keith F. Novak
CRD#: 5539912
4600 Madison Avenue, Suite 120, Kansas City, MO 64112
93
Wealthminder
score

Keith Novak (CRD# 5539912) is an Investment Advisor Representative working at Personal Financial Group in Kansas City, MO and has over 9 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.