Personal Financial Group
Personal Financial Group (CRD# 116806) is a financial advisory firm headquartered in Overland Park, KS. They manage $14,377,812 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts15ACCOUNTS
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Average Account Value$958,521
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS
Financial Advisors at Personal Financial Group
No Advisor Found.
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