James Stephen Werner

Employer firm

Snider Talbot Financial Planning LLC CRD 144026

$62.8M regulatory AUM 44 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 04/2011 → 04/2017
  City Of Parkville
  Parkville, MO
• 06/2014 → Present
  Snider Talbot Financial Planning Llc
  Liberty, MO

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

• S65 Uniform Investment Adviser Law Examination
  2014-04-02

Designations

• Certified Financial Planner