James, Claiborne
Financial Partners Group
10925 Antioch RoadSuite 100
Overland Park, KS 66210
9139489489
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.
See Disclosures
General Information
Firm Start Year
1990
No. of Employees
10-19
CRD#
2074636
Firm CRD#
288644
Name of Broker/Dealer
Mutual Securities
States Licensed in
KS, MO
Years of Experience in Financial Services
28
Number of Years with Current Firm
15
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Retirement Planning, Wealth Management, Education Funding and Planning
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Qualifications & Membership
Certifications, Accreditations & Designations
CLU®, CFS, ChFC®
Securities Licenses
Series 24, Series 7, Series 6, Series 63
Insurance and Annuity Licenses
Life, Variable Annuity, Long Term Care, Variable Life, Health, Disability, Annuity
Financial Organization Memberships
Society of Financial Services Professionals, Financial Services Institute
Firm Information
Assets Managed by Firm
150,000,000
Advisor's Number of Clients
300
Assets Managed by Advisor
115,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Commissions, Hourly, Based on Assets, Flat Fee
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1794368/financialplanners-Financial-Partners-Group-detailed-disclosure.html