Proactive Capital Management, Inc.

Proactive Capital Management, Inc. (CRD# 297791) is a financial advisory firm headquartered in Topeka, KS. They manage $143,707,186 in 616 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1414 Sw Ashworth Place, Suite 200, Topeka, KS 66604
https://www.facebook.com/proactivecapitalmanagement/
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    616
    ACCOUNTS
  • Average Account Value
    $233,291
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
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, TX

Financial Advisors at Proactive Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James Reardon, financial advisor Topeka KS
James N. Reardon
CRD#: 1186862
1414 Sw Ashworth Place, Suite 200, Topeka, KS 66604

James (Jim Reardon) (CRD# 1186862) is an Investment Advisor Representative at Legacy Financial Strategies, LLC in Topeka, KS and has over 26 years of experience in the financial services industry. James Reardon 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Cory McPherson, financial advisor Topeka KS
Cory M. McPherson
CRD#: 6632861
1414 Sw Ashworth Place, Suite 200, Topeka, KS 66604

Cory McPherson (CRD# 6632861) is an Investment Advisor Representative working at Proactive Capital Management, Inc. in Topeka, KS and has over 8 years of experience in the finance industry.

3
Kevin Tucker, financial advisor Topeka KS
Kevin N. Tucker
CRD#: 871723
1414 Sw Ashworth Place, Suite 200, Topeka, KS 66604

Kevin Tucker (CRD# 871723) is an Investment Advisor Representative working at Proactive Capital Management, Inc. in Topeka, KS and has over 44 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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