Craig
Richards

S&A Financial Services, Inc

CRD#1843427
Investment Advisor
in Overland Park, KS

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About this Advisor

Craig Richards is a financial advisor based in Overland Park, Kansas, working with S&A Financial Services, Inc. Craig has previously held positions at Cambridge Investment Research, Inc and S&A Financial Services, Inc. Craig has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas and Texas. Currently, Craig is part of S&A Financial Services, Inc, which operates out of Overland Park, Kansas. The firm has 1 office and 11 employees. The firm manages assets totaling $310.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at S&A Financial Services, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

8655 College Blvd., Suite 100
Overland Park, KS 66210-1835

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S&A Financial Services, Inc Brokerage Details

Total Assets Under Management

$310,609,887

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

11

KS Average: 44
Total Number of Accounts

1,582

KS Average: 4,091
Average Account Size

$196,340

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Craig Richards Work History

2009 - Present (16 years)

S&A Financial Services, Inc

2005 - 2017 (12 years)

Cambridge Investment Research, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Craig Richards 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 S&A Financial Services, Inc

Grant Huck
Scott City, KS
Craig Richards
Overland Park, KS
Gregory Shepard
Overland Park, KS
Nathan Schwantes
Overland Park, KS
Ronald Schwantes
Overland Park, KS
Frank Shepard
Overland Park, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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