Sonas Financial Group, Inc.

Sonas Financial Group, Inc. (CRD# 122547) is a financial advisory firm headquartered in Kansas City, MO. They manage $116,909,441 in 307 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9229 Ward Parkway, Suite 300, Kansas City, MO 64114
http://www.sonasfinancial.com
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $380,813
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
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 Harris, financial advisor Kansas City MO
Trevor K. Harris
CRD#: 4938954
9229 Ward Parkway, Suite 300, Kansas City, MO 64114

Trevor Harris (CRD# 4938954) is an Investment Advisor Representative working at Sonas Financial Group, Inc. in Kansas City, MO and has over 18 years of experience in the finance industry.

2
James Meysenburg, financial advisor Kansas City MO
James D. Meysenburg
CRD#: 2766806
Board Of Trade Building, 4800 Main Street, Suite 330, Kansas City, MO 64112

James Meysenburg (CRD# 2766806) is an Investment Advisor Representative working at Sonas Financial Group, Inc. in Kansas City, MO and has over 25 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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