James
Stoutenborough
Petrovic Financial Services
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About this Advisor
James Stoutenborough is a certified financial planner who works in Prairie Village, Kansas with 8 years of industry experience. Stoutenborough is currently employed by Petrovic Financial Services. The advisor has gained experience at Financial Security Advisors and Petrovic Financial Services (F/K/A Petrovic Weaver Financial). Stoutenborough holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Kansas. Petrovic Financial Services is an advisory firm that has its headquarters in Prairie Village, KS. It administers $153 million in assets across its 556 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 556 client accounts, 29% are held by high-net-worth clients who have more than $1 million in assets. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely are based on the type of services provided. Fees charged by Petrovic Financial Services likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Petrovic Financial Services Brokerage Details
$153,183,988
3
556
$275,511
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Stoutenborough Work History
James has been registered as a financial advisor for 8 years.*
Petrovic Financial Services (F/K/A Petrovic Weaver Financial)
Financial Security Advisors
*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 James Stoutenborough 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 Petrovic Financial Services
Prairie Village, KS
Prairie Village, KS
Prairie Village, 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.
