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Building 2PERSONAL FINANCIAL GROUP

Map pinOVERLAND PARK, KS
Phone913-451-PLAN (7526)
NotebookSEC #801-70718
Total AUM
$29.1M
Employees
6
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7007 COLLEGE BLVD.
SUITE 270
OVERLAND PARK
KS 66211
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
913-451-PLAN (7526)
Other Offices
3

ReceiptFinancials

Total AUM
$29.1M
Accounts
15
Discretionary
$29.1M
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$2M
HNW Individual Clients
1
AUM
$27.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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