The Perspective Group

The Perspective Group (CRD# 175294) is a financial advisory firm headquartered in Lawrence, KS. They manage $45,605,000 in 271 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $168,284
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
  • 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.

KS, MO, TX

Financial Advisors at The Perspective Group
Showing 1 - 2 of 2 top financial advisors.
1
Stephen C. Lane
CRD#: 4826768
900 Massachusetts Street, Suite 602, Lawrence, KS 66044
93
Wealthminder
score

Stephen Lane (CRD# 4826768) is an Investment Advisor Representative working at The Perspective Group in Lawrence, KS and has over 13 years of experience in the finance industry.

2
Garrett L. Halton
CRD#: 6224158
900 Massachusetts Street, Suite 602, Lawrence, KS 66044
90
Wealthminder
score

Garrett Halton (CRD# 6224158) is an Investment Advisor Representative working at The Perspective Group in Lawrence, KS and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.