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John Keith Mcdonald

Fas Wealth Partners, Inc.

Leawood, KS

CRD 5485916

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Employer firm

Fas Wealth Partners, Inc. CRD 109796

$3.78B regulatory AUM 92 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars
  • DEFINED CONTRIBUTION PLANS

From the firm’s Form ADV. Read the guides:

Current Employers
Fas Wealth Partners, Inc.

4747 W 135 Street Suite 100, Leawood, KS 66224 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-01-22
KS RA APPROVED 2012-01-03
  • MO RA
    APPROVED
    Since 2024-01-22
  • KS RA
    APPROVED
    Since 2012-01-03

Branch Locations

4747 W 135 Street Suite 100, Leawood, KS 66224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fas Corp. Leawood KS 01/2010 Present
Financial Advisory Service, Inc. Leawood KS 01/2010 Present
  • 01/2010 → Present
    Fas Corp.
    Leawood, KS
  • 01/2010 → Present
    Financial Advisory Service, Inc.
    Leawood, KS
Other Businesses

- FINANCIAL ADVISORY SERVICE, INC., 4747 WEST 135TH STREET #100, LEAWOOD, KS 66224; FINANCIAL PLANNER; PARENT COMPANY OF FAS CORP.--FAS CLIENTS INCLUDE CORPORATE EXECUTIVES, BUSINESS OWNERS, PROFESSIONALS, TRUSTS, RETIREES AND QUALIFIED PLAN ACCOUNTS. OVERSEE FINANCIAL PLAN DEVELOPMENT AND MANAGE PORTFOLIO MANAGEMENT SYSTEM.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-02
  • S66 Uniform Combined State Law Examination
    2010-12-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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