Matthew
Queen

Financial Partners Group, Inc

CRD#4136265
Investment Advisor
in Overland Park, KS

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About this Advisor

Matthew Queen is a financial advisor working in Overland Park, Kansas with a total of 6 years of relevant experience. Queen is an employee of Financial Partners Group, Inc. Throughout their career, Queen has worked at Cambridge Investment Research, Inc, Lawing Financial Inc, Financial Partners Group, Inc, Cambridge Investment Research Advisors, Inc and Mutual Securities, Inc. Queen has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kansas and Texas. Financial Partners Group, Inc is an advisory business headquartered in Overland Park, KS. It handles $682 million in total assets among its 3,177 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 3,177 client accounts, 81% belong to high-net-worth clients who have greater than $1 million in investable assets. Financial Partners Group, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically depend on the type of financial services. However, fees charged by Financial Partners Group, Inc most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10925 Antioch Road Suite 100
Overland Park, KS 66210

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Financial Partners Group, Inc Brokerage Details

Total Assets Under Management

$681,973,614

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

9

KS Average: 44
Total Number of Accounts

3,177

KS Average: 4,091
Average Account Size

$214,660

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Matthew Queen Work History

Matthew has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Financial Partners Group, Inc

2017 - Present (7 years)

Mutual Securities, Inc

2014 - 2017 (3 years)

Cambridge Investment Research Advisors, Inc

2010 - 2017 (7 years)

Cambridge Investment Research, Inc

2003 - 2014 (11 years)

Lawing Financial 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 Matthew Queen 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 Financial Partners Group, Inc

Joshua Britton
Overland Park, KS
Michael Strouse
Overland Park, KS
Samuel Mellinger
Overland Park, KS
Christian Dunker
Overland Park, KS
Mark Saper
Overland Park, KS
James Claiborne
Overland Park, KS
Matthew Queen
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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