Sonas Financial Group, Inc.

Sonas Financial Group, Inc. (CRD# 122547) is a financial advisory firm headquartered in Kansas City, MO. They manage $76,064,861 in 271 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $280,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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 Sonas Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Trevor K. Harris
CRD#: 4938954
4520 Main Street, Suite 620, Kansas City, MO 64111
96
Wealthminder
score

Trevor Harris (CRD# 4938954) is an Investment Advisor Representative working at Sonas Financial Group, Inc. in Kansas City, MO and has over 11 years of experience in the finance industry. Trevor Harris 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
James D. Meysenburg
CRD#: 2766806
Board Of Trade Building, 4800 Main Street, Suite 330, Kansas City, MO 64112
96
Wealthminder
score

James Meysenburg (CRD# 2766806) is an Investment Advisor Representative working at Sonas Financial Group, Inc. in Kansas City, MO and has over 17 years of experience in the finance industry. James Meysenburg 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.

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