Michael
Filing
Fas Wealth Partners, Inc
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About this Advisor
Michael Filing is a certified financial planner and chartered financial consultant working out of Overland Park, Kansas who has 1 year of industry experience. Filing is an advisor for Fas Wealth Partners, Inc. The advisor has gained experience at Lpl, First Niagara Securities, Umb Bank and Fas Wealth Partners Inc. Filing holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Kansas. Fas Wealth Partners, Inc is a registered investment business based in Overland Park, KS. It oversees $2 billion in assets between its 4,951 client accounts, making it one of the largest firms in the nation by assets under management. Of its 4,951 client accounts, 39% belong to high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, educational seminars and other services. Fees for financial advice usually vary depending on the services offered. However, fee types charged by Fas Wealth Partners, Inc can be comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fas Wealth Partners, Inc Brokerage Details
$2,353,156,283
26
4,951
$475,289
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
Michael Filing Work History
Michael has been registered as a financial advisor for 1 years.*
Fas Wealth Partners Inc
Umb Bank
Lpl
First Niagara Securities
*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 Michael Filing 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
Overland Park, KS
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Prairie Village, KS
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Overland Park, KS
Overland Park, KS
Overland Park, KS
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.
