Financial Advisory Service Inc
Legal Name: FINANCIAL ADVISORY SERVICE INC
Full Contact Details
Financial Advisory Service Inc
4747 WEST 135TH STREET, SUITE 100, LEAWOOD, KS
913-239-2300
913-239-2301
Other Info
Financial Advisory Service Inc, a KS Corporation, employs 23 individuals with 16 serving in advisory positions. Despite a modest client portfolio of just 15, the company has maintained approved status with the U.S. Securities and Exchange Commission since their initial registration on Jul 21, 1983.
FAS | Financial Planning & Wealth Management in Kansas City
FAS Wealth Partners, Inc. is a full service Fee Based Financial Advisor with Certified Financial Planners providing Wealth Management Services, Retirement Financial Planning, & Estate Planning.
Direct Owners
-
ANN FISCHER BEST
TRUSTEE owns less than 5%
-
ANNA BARNES
TRUSTEE owns less than 5%
-
BARNABAS D HORTON
TRUSTEE owns less than 5%
-
BARNES FAMILY REVOCABLE TRUST
STOCKHOLDER owns more than 10% but less than 25%
-
BEST, MICHAEL L. AND ANN FISCHER JOINT LIVING TRUST
STOCKHOLDER owns more than 5% but less than 10%
-
BRADLEY ANTHONY BERGMAN
STOCKHOLDER owns more than 10% but less than 25%
-
CAROL D SLOAN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
DANIELLE GAGNON MEIER
TRUSTEE owns less than 5%
-
DUSSOLD, JAMES G. REVOCABLE TRUST
STOCKHOLDER owns more than 10% but less than 25%
-
GREER, JR., MAX W. REVOCABLE TRUST
STOCKHOLDER owns more than 5% but less than 10%
-
JACOB S BARNES
TRUSTEE owns less than 5%
-
JAMES GERARD DUSSOLD
VP, TREAS, SECY, DIRECTOR owns less than 5%
-
JOHN ALAN MEIER
GENERAL LEGAL COUNSEL owns less than 5%
-
JOHN T MEIER
TRUSTEE owns less than 5%
-
KRISTY L ROCKER
TRUSTEE owns less than 5%
-
MAX WELDON GREER
TRUSTEE owns less than 5%
-
MEIER FAMILY REVOCABLE TRUST
STOCKHOLDER owns less than 5%
-
MEIER, JOHN THOMAS REVOCABLE TRUST
STOCKHOLDER owns more than 10% but less than 25%
-
MICHAEL LYNN BEST
TRUSTEE owns less than 5%
-
MICHELLE HORTON
TRUSTEE owns less than 5%
-
MICHELLE HORTON LIVING TRUST
STOCKHOLDER owns more than 5% but less than 10%
-
SADARO LIVING TRUST
STOCKHOLDER owns more than 5% but less than 10%
-
SCOTT ANTHONY SADARO
CHIEF FINANCIAL OFFICER owns more than 5% but less than 10%
Indirect Owners
-
BEST, MICHAEL L AND ANN FISCHER JOINT REVOCABLE TRUST
STOCKHOLDER
-
GREER, MAX W. REVOCABLE TRUST
STOCKHOLDER
-
MEIER FAMILY TRUST
STOCKHOLDER
Firms Located Nearby
Top Holdings
- VANGUARD INDEX FDS TOTAL STK MKT $39,176k
- SPDR SERIES TRUST $28,877k
- ISHARES TR BARCLAYS 7 10 YR $28,620k
- SPDR SERIES TRUST $28,155k
- SPDR SERIES TRUST $27,552k
- ISHARES TR S&P 500 GRWT ETF $14,062k
- ISHARES TR $11,061k
- SCHWAB STRATEGIC TRUST $9,230k
- ISHARES $8,670k
- SPDR SERIES TRUST $8,064k