Richard
Salmen
Family Investment Center
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Salmen is a certified financial planner and chartered financial analyst who works out of Lenexa, Kansas who has 6 years of relevant experience. Salmen works at Family Investment Center. The advisor has gained experience at Gtrust, Bosc, Inc, Bokf, Na, Bok Financial, Northern Financial Advisors, Inc and Family Investment Center. Salmen maintains a Series 63 license, designating them as a securities broker, and is registered to operate in Kansas, Missouri and Texas. Family Investment Center is a financial advisory business that has its headquarters in Saint Joseph, MO. The firm has a total of 19 employees. It oversees $432 million in assets under management across its 1,753 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 1,753 customer accounts, 26% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a broad range 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. Financial management fees largely depend on the type of services provided. However, fee types charged by Family Investment Center can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Family Investment Center Brokerage Details
$431,690,738
19
1,753
$246,258
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
Richard Salmen Work History
Richard has been registered as a financial advisor for 6 years.*
Family Investment Center
Northern Financial Advisors, Inc
Bosc, Inc
Bokf, Na
Northern Financial Advisors, Inc
Bok Financial
Gtrust
*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 Richard Salmen 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
Saint Joseph, MO
Saint Joseph, MO
Saint Joseph, MO
Lenexa, KS
Saint Joseph, MO
Lenexa, KS
Saint Joseph, MO
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
