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S & A Financial Services, Inc.

Headquartered in OVERLAND PARK, KS

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Firm Information

S&A Financial Services, Inc. is an investment advisor based in Overland Park, Kansas. They provide financial planning, portfolio management for individuals, and pension consulting services. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. They have approximately $310,609,887 in regulatory assets under management.

S & A Financial Services, Inc.

8655 COLLEGE BLVD., SUITE 100

OVERLAND PARK, KS 66210-1835

$310.61M

Assets Under Management

318

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

S & A FINANCIAL SERVICES, INC. has a total of 2 branch locations across the country.
location

OVERLAND PARK, KS

location

Scott City, KS

Advisors at S & A Financial Services, Inc.

View All 6 Advisors
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Craig Steven Richards

RA

OVERLAND PARK, KS

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Nathan Schwantes

RA

OVERLAND PARK, KS

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Unclaimed
Gregory Curtis Shepard

RA

OVERLAND PARK, KS

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Unclaimed
Grant Randall Huck

RA

Scott City, KS

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Unclaimed
Frank Curtis Shepard

RA

OVERLAND PARK, KS

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Unclaimed
Ronald Paul Schwantes

CFP®, RA

OVERLAND PARK, KS

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Disclosures

There are no public disclosures for S & A Financial Services, Inc..

Frequently Asked Questions (9)

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