Featured Business Financial Advisor in Overland Park, KS
Overland Park Financial Advisors
Financial Partners Group
9990 College Blvd., Suite 102
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:    Individual Investors, Businesses, Non-Profit Organizations


Academic Background
BS, Finance - Central Missouri State University


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

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Life Underwriter (CLU®), Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 7, Series 6, Series 24, Series 63
Insurance and Annuity Licenses:    Health, Disability, Annuity, Life, Long Term Care, Variable Life, Variable Annuity
Financial Organization Memberships:    Paladin Registry, Financial Services Institute, 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:    Commissions, Based on Assets, Flat Fee, Hourly
Prepared By: James Claiborne, CFS, ChFC
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