Joshua L Perfect

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:

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

Current Employers

Employment History

• 01/2018 → Present
  Financial Advisory Service, Inc.
  Leawood, KS
• 12/2016 → 12/2017
  Royal Blue Capital
  Leawood, KS
• 08/2013 → 12/2017
  Missouri State University
  Springfield, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-13