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James Stephen Werner

Snider Talbot Financial Planning LLC

Liberty, MO

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Current Employers
Snider Talbot Financial Planning Llc

12 West Kansas Street Suite D, Liberty, MO 64068-2319 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-02-15
KS RA APPROVED 2014-05-05
MO RA APPROVED 2014-05-05
  • TX RA
    APPROVED_RES
    Since 2021-02-15
  • KS RA
    APPROVED
    Since 2014-05-05
  • MO RA
    APPROVED
    Since 2014-05-05

Branch Locations

12 West Kansas Street Suite D, Liberty, MO 64068-2319 • 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
City Of Parkville Parkville MO 04/2011 04/2017
Snider Talbot Financial Planning Llc Liberty MO 06/2014 Present
Other Businesses

RENTAL PROPERTY OWNER/MANAGER THE RENTAL PROPERTY IS LOCATED AT 604 EAST STREET IN PARKVILLE, MO 64152. I OWN THIS PROPERTY, AND MANAGE IT FROM MY HOME AT 5513 N. WOODHAVEN, PARKVILLE, MO 64152. THE PROPERTY IS A TOP-AND-BOTTOM DUPLEX WHICH TYPICALLY RENTS TO COLLEGE STUDENTS AT PARK UNIVERSITY. I HOLD THIS PROPERTY FOR INVESTMENT PURPOSES, ALTHOUGH IT DOES GENERATE INCOME. I HAVE OWNED THIS PROPERTY SINCE APRIL 11, 2011. THIS IS A PASSIVE INVESTMENT SINCE I PAY A MANAGEMENT COMPANY TO HANDLE ALL ASPECTS OF THE RENTAL BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-02
  • S65 Uniform Investment Adviser Law Examination
    2014-04-02
Designations

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