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).

Current Firm Details
8655 College Blvd., Suite 100, Overland Park, KS 66210
https://www.facebook.com/s-a-financial-services-inc-393353120737327/
By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    1,582
    ACCOUNTS
  • Average Account Value
    $196,340
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
The map below shows states where this firm has explicit registration only.

AR, AZ, KS, MO, NE, NH, OK, TX, WI

Financial Advisors at S&a Financial Services, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Craig Richards, financial advisor Overland Park KS
Craig S. Richards
CRD#: 1843427
8655 College Blvd., Suite 100, Overland Park, KS 66210

Craig Richards (CRD# 1843427) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Overland Park, KS and has over 25 years of experience in the finance industry.

2
Ronald Schwantes, financial advisor Overland Park KS
Ronald P. Schwantes
CRD#: 2327747
8655 College Blvd, Overland Park, KS 66210

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.

3
Frank Shepard, financial advisor Overland Park KS
Frank C. Shepard
CRD#: 836342
8655 College Blvd, Overland Park, KS 66210

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.

4
Gregory Shepard, financial advisor Overland Park KS
Gregory C. Shepard
CRD#: 4126464
8655 College Blvd., Suite 100, Overland Park, KS 66210

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.

5
Grant Huck, financial advisor Scott City KS
Grant R. Huck
CRD#: 7534016
411 S. Main Street, Scott City, KS 67871

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.

6
Nathan Schwantes, financial advisor Overland Park KS
Nathan Schwantes
CRD#: 5818266
8655 College Blvd., Suite 100, Overland Park, KS 66210

Nathan Schwantes (CRD# 5818266) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Overland Park, KS and has over 2 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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