Anna
Barnes

Fas Wealth Partners, Inc

CRD#4722952
Investment Advisor
in Overland Park, KS

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About this Advisor

Anna Barnes is a certified financial planner operating out of Overland Park, Kansas with a total of 3 years of industry experience. Barnes is an employee of Fas Wealth Partners, Inc. During their career, Barnes has held roles at Waddell & Reed, Inc, Ivy Funds Distributor, Inc, Townsend Place Condominium, Bamco Investments LLC, Financial Advisory Service, Inc and Fas Corp. Barnes is able to work in Kansas. Fas Wealth Partners, Inc is a registered investment company headquartered in Overland Park, KS. It oversees $2 billion in total assets among its 4,951 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 4,951 client accounts, 39% are associated with high-net-worth investors who have more than $1 million in investable assets. The business has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely depend on which services are provided. However, fee types billed by Fas Wealth Partners, Inc most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4747 W 135 Street Suite 100
Overland Park, KS 66224

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Fas Wealth Partners, Inc Brokerage Details

Total Assets Under Management

$2,353,156,283

KS Average: $2,243,162,756
Total Number of Employees

26

KS Average: 44
Total Number of Accounts

4,951

KS Average: 4,091
Average Account Size

$475,289

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Anna Barnes Work History

Anna has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Financial Advisory Service, Inc

2020 - Present (4 years)

Fas Corp

2016 - 2020 (4 years)

Bamco Investments LLC

2013 - 2018 (5 years)

Townsend Place Condominium

2005 - 2019 (14 years)

Ivy Funds Distributor, Inc

2003 - 2019 (16 years)

Waddell & Reed, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anna Barnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fas Wealth Partners, Inc

Stanley Biggs
Overland Park, KS
Matthew Leonard
Prairie Village, KS
Clayton Fisher
Overland Park, KS
Christopher Goodger
Overland Park, KS
Kevin Amey
Overland Park, KS
Jacob Barnes
Overland Park, KS
Michael Filing
Overland Park, KS
John Mcdonald
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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