Safe Harbor Financial Planning Group, LLC

Safe Harbor Financial Planning Group, LLC (CRD# 164471) is a financial advisory firm headquartered in Prairie Village, KS. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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.

KS, MO, TX

Financial Advisors at Safe Harbor Financial Planning Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Tressa J. Wasson
CRD#: 5679363
5200 W. 94th Terrace, Suite 200, Prairie Village, KS 66207
90
Wealthminder
score

Tressa Wasson (CRD# 5679363) is an Investment Advisor Representative working at Safe Harbor Financial Planning Group, LLC in Prairie Village, KS and has over 5 years of experience in the finance industry.

2
Adam M. Gulin
CRD#: 1271827
5200 W. 94th Terrace, Suite 200, Prairie Village, KS 66207
59
Wealthminder
score

Adam Gulin (CRD# 1271827) is an Investment Advisor Representative working at Safe Harbor Financial Planning Group, LLC in Prairie Village, KS and has over 13 years of experience in the finance industry.

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