S&a Financial Services, Inc.

S&a Financial Services, Inc. (CRD# 110471) is a financial advisory firm headquartered in Overland Park, KS. They manage $171,727,508 in 557 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    557
    ACCOUNTS
  • Average Account Value
    $308,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AL, AR, AZ, KS, MO, NE, TX

Financial Advisors at S&a Financial Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Craig S. Richards
CRD#: 1843427
8655 College Blvd, Ste 100, Overland Park, KS 66210
93
Wealthminder
score

Craig Richards (CRD# 1843427) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Overland Park, KS and has over 18 years of experience in the finance industry.

2
Ronald P. Schwantes
CRD#: 2327747
8500 Shawnee Mission Pkwy., Ste. 100, Merriam, KS 66202
93
Wealthminder
score

Ronald Schwantes (CRD# 2327747) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Merriam, KS and has over 21 years of experience in the finance industry.

3
Frank C. Shepard
CRD#: 836342
8500 Shawnee Mission Pkwy., Ste. 100, Merriam, KS 66202
93
Wealthminder
score

Frank Shepard (CRD# 836342) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Merriam, KS and has over 32 years of experience in the finance industry.

4
Gregory C. Shepard
CRD#: 4126464
8500 Shawnee Mission Pkwy., Ste. 100, Merriam, KS 66202
93
Wealthminder
score

Gregory Shepard (CRD# 4126464) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Merriam, KS and has over 15 years of experience in the finance industry.

5
Bradley C. Venters
CRD#: 6286564
411 S. Main St., Scott City, KS 67871
88
Wealthminder
score

Bradley Venters (CRD# 6286564) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Scott City, KS and has over 2 years of experience in the finance industry.

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