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

Firm CRD#:    288644
Name of Broker/Dealer:    Mutual Securities
Gender:    Male
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
States Licensed in:    KS, MO
CRD#:    2074636
Years of Experience in Financial Services:    28
Number of Years with Current Firm:    15
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
 

Education

Academic Background
 
BS, Finance - Central Missouri State University
 

Services

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

Qualifications & Memberships

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

Firm Information

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

Compliance

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

Compensation and Fees

Compensation Methods:    Commissions, Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based
 
 
 
 
 
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