Featured Business Financial Advisor in Overland Park, KS
Overland Park Financial Advisors
Financial Partners Group
10925 Antioch Road, Suite 100
Overland Park, KS 66210
(913) 948-9489
“Secure your future”
Advisor Profile
James Claiborne, CFS, ChFC
Name:  James Claiborne, CFS, ChFC
Phone Number:  (913) 948-9489
Website:  Visit Website

About Financial Partners Group

Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC.

Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management.

Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.

General Information

Gender:    Male
CRD#:    2074636
Firm CRD#:    288644
Name of Broker/Dealer:    Mutual Securities
States Licensed in:    KS, MO
States Willing to do Business in:    Basehor,Belton,Blue Springs,Bonner Springs,Bucyrus,Clearview City,Cleveland,De Soto,Edgerton,Eudora,Freeman,Gardner,Grandview,Greenwood,Independence,Kansas City,Lansing,Leawood,Lees Summit,Lenexa,Linwood,Louisburg,Mission,Olathe,Overland Park,Peculiar,Prairie Village,Raymore,Riverside,Shawnee,Spring Hill,Stilwell,Tonganoxie
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    15
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors


Academic Background
BS, Finance - Central Missouri State University


Investment Types:    Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Stocks, Options & Futures, Bonds
I can meet clients in the following ways:    Via phone, At my office, Via email

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Fund Specialist (CFS), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 6, Series 7, Series 24, Series 63
Insurance and Annuity Licenses:    Life, Health, Long Term Care, Variable Annuity, Disability, Variable Life, Annuity
Financial Organization Memberships:    Financial Services Institute, Paladin Registry, Society of Financial Services Professionals

Firm Information

Assets Managed by Firm:    150000000
Advisor's Number of Clients:    300
Assets Managed by Advisor:    115000000


Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Flat Fee, Commissions, Hourly, Based on Assets
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