S&a Financial Services, Inc.
S&a Financial Services, Inc. (CRD# 110471) is a financial advisory firm headquartered in Overland Park, KS. They manage $310,609,887 in 1,582 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management311MILLION
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Total Number of Accounts1,582ACCOUNTS
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Average Account Value$196,340
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, AZ, KS, MO, NE, NH, OK, TX, WI
Craig Richards (CRD# 1843427) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Overland Park, KS and has over 26 years of experience in the finance industry.
Ronald Schwantes (CRD# 2327747) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Overland Park, KS and has over 29 years of experience in the finance industry.
Frank Shepard (CRD# 836342) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Overland Park, KS and has over 40 years of experience in the finance industry.
Gregory Shepard (CRD# 4126464) 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.
Grant Huck (CRD# 7534016) 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.
Nathan Schwantes (CRD# 5818266) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Overland Park, KS and has over 3 years of experience in the finance industry.