James
Mader
Mader & Shannon Wealth Management
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About this Advisor
James Mader is a chartered financial consultant working in Kansas City, Missouri with 18 years of relevant experience. Mader works at Mader & Shannon Wealth Management. Over the course of their career, they have held roles at Mader Financial Group, Great American Investors, Inc and Mader Financial Advisors. Mader has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona, Missouri and Texas. Mader & Shannon Wealth Management is a firm operating out of Kansas City, MO. The firm has offices in three locations and a total of 11 advisors. It handles $215 million in assets among its 392 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 392 customer accounts, 15% belong to high-net-worth clients who have more than $1 million in assets. Mader & Shannon Wealth Management has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules are based on which services are offered. Fee types billed by Mader & Shannon Wealth Management most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mader & Shannon Wealth Management Brokerage Details
$214,990,417
11
392
$548,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Mader Work History
James has been registered as a financial advisor for 18 years.*
Mader Financial Advisors
Mader Financial Group
Great American Investors, 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 James Mader 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 Mader & Shannon Wealth Management
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Valley Falls, KS
Kansas City, MO
Kansas City, MO
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