James Lawrence Zenk

Employer firm

Mission Financial Planning, Inc. CRD 154469

117 advisory clients

Reported services (Item 5G)

• Financial planning
• Pension consulting
• LIMITED ASSISTANCE WITH FINANCIAL ACCOUNTING OR REPORTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 12/2016
  Hinrichszenk+Pesavento Llc
  Overland Park, KS
• 06/2015 → 01/2017
  Cetera Advisors Llc
  Denver, CO
• 01/2017 → Present
  Trident Cpa Services, Llc
  Overland Park, KS
• 09/2024 → Present
  Mission Financial Planning, Inc.
  Mission, KS

Previous Registrations

• 2015-11-13 → 2017-01-23
  Cetera Advisors Llc
  Overland Park, KS
  Overland Park, KS

Other Businesses

1.Trident CPA Services, LLC. Not investment related. 11750 W. 131st St. #300, Overland Park, KS 66221. President, since inception 01/2017. Approx 140 hours / month, 90% of these hours are during trading hours. Business planning and tax planning. 2. Trident Dental Transitions, LLC. Not investment related.11750 W. 131st St. #300, Overland Park, KS 66221. President, since inception 12/2023. This entity is dormant / inactive. Intended to provide practice brokering services to business owner dentists. 3. Visionnaire M&A Advisors, LLC. Not investment-related. 11750 W. 131st St. #300, Overland Park, KS 66221. President, since inception 12/2023. This entity is dormant / inactive. Intended to provide business transition advisory services to nondentist business owners. 4. ANDREW J. SOMORA FOUNDATION; NOT INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; CHARITABLE ORGANIZATION; START 12/2011; LESS THAN 1 HOUR/WEEK AFTER SECURITIES TRADING HOURS; TREASURER/BOARD MEMBER. 5. DR. ROY J. RINEHART MEMORIAL FOUNDATION; NOT INVESTMENT RELATED; UMKC SCHOOL OF DENTISTRY, ROOM 401, 650 EAST 25TH STREET, KANSAS CITY, MO, 64108; CHARITABLE ORGANIZATION; START OCTOBER 2019; LESS THAN 1 HOUR/WEEK AFTER SECURITIES TRADING HOURS; BOARD MEMBER. 6. TEAMSMILE; NOT INVESTMENT RELATED; 422 NW BUSINESS PARK LANE, RIVERSIDE, MO 64150; CHARITABLE ORGANIZATION; START JANUARY 2021; LESS THAN 1 HOUR/WEEK AFTER SECURITIES TRADING HOURS; TREASURER/BOARD MEMBER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-25
• S66 Uniform Combined State Law Examination
  2015-11-12

Designations

• Certified Financial Planner