S&a Financial Services, Inc.

S&a Financial Services, Inc. (CRD# 110471) is a financial advisory firm headquartered in Overland Park, KS. They manage $173,827,413 in 1,126 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    1,126
    ACCOUNTS
  • Average Account Value
    $154,376
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
  • Pension consulting services
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, OK, TX, WI

Financial Advisors at S&a Financial Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Ronald P. Schwantes
CRD#: 2327747
8655 College Blvd, Overland Park, KS 66210
96
Wealthminder
score

Ronald Schwantes (CRD# 2327747) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Overland Park, KS and has over 23 years of experience in the finance industry. Ronald Schwantes 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
Frank C. Shepard
CRD#: 836342
8655 College Blvd, Overland Park, KS 66210
96
Wealthminder
score

Frank Shepard (CRD# 836342) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Overland Park, KS and has over 34 years of experience in the finance industry. Frank Shepard 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
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 19 years of experience in the finance industry.

4
Gregory C. Shepard
CRD#: 4126464
8655 College Blvd, Overland Park, KS 66210
93
Wealthminder
score

Gregory Shepard (CRD# 4126464) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Overland Park, KS and has over 17 years of experience in the finance industry.

5
Bradley C. Venters
CRD#: 6286564
411 S. Main St., Scott City, KS 67871
90
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 3 years of experience in the finance industry.

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