Nathan
Goodman

Family Investment Center

CRD#5651502
Investment Advisor
in Lenexa, KS

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About this Advisor

Nathan Goodman is a certified financial planner who works out of Lenexa, Kansas with 5 years of relevant experience. Goodman currently works for Family Investment Center. Their career trajectory has included roles at Bok Financial Securities, Inc, Family Investment Center and Gtrust Financial Partners. Goodman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Kansas, Missouri and Texas. Family Investment Center is an advisory firm operating out of Saint Joseph, MO. The company has a total of 19 people on staff. It administers $432 million in assets among its 1,753 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 1,753 accounts, 26% are held by high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fees depend on which services the firm provides the client. Fees charged by Family Investment Center may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11253 Strang Line Rd
Lenexa, KS 66215

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Family Investment Center Brokerage Details

Total Assets Under Management

$431,690,738

KS Average: $11,469,110,461
Total Number of Employees

19

KS Average: 458
Total Number of Accounts

1,753

KS Average: 33,415
Average Account Size

$246,258

KS Average: $343,232

Investment Advisory Services

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

Nathan Goodman Work History

Nathan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Family Investment Center

2018 - Present (6 years)

Family Investment Center

2014 - 2018 (4 years)

Bok Financial Securities, Inc

2011 - 2014 (3 years)

Gtrust Financial Partners

*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 Nathan Goodman 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 Family Investment Center

Sidney Davis
Saint Joseph, MO
Taylor Crouse
Saint Joseph, MO
Christine Danford
Saint Joseph, MO
Nathan Goodman
Lenexa, KS
Winston Meyer
Saint Joseph, MO
Taren Mcmurray
Lenexa, KS
Janice Coder
Saint Joseph, MO
Christopher Stiens
Saint Joseph, MO

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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