James SchankCRD Number: 5414518
Current Firm: Pcg Wealth Management
James Schank (CRD# 5414518) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 10 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Pcg Wealth Management||Overland Park, KS||Jan 2018 - Current||< 1|
|V Wealth Management, LLC||Kansas City, MO||Feb 2017 - Current||1|
|Lpl Financial, LLC||Kansas City, MO||Jan 2017 - Current||1|
|Jim Schank||Parkville, MO||Sep 1980 - Current||37|
|Craig Kurth||Gladstone, MO||May 2015 - Jan 2017||1|
|Phillip Fine||Leawood, KS||Feb 2014 - Jan 2017||2|
|Various Insurance Carriers For W&r Insurance Agencies||Parkville, MO||Nov 2007 - Dec 2016||9|
|Waddell & Reed, Inc.||Gladstone, MO||Aug 2007 - Dec 2016||9|
|Phillip Fine, Advisor||Gladstone, MO||Jun 2011 - Feb 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, FL, IL, KS, MO, NC, TX
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