Unclaimed Profile

Joshua L Perfect

FAS WEALTH PARTNERS, INC.·LEAWOOD, Kansas

Series 65Clean record8 years registeredFAS WEALTH PARTNERS, INC.

4747 W 135 STREET, LEAWOOD, KS 66224CRD# 6826820Firm CRD# 109796

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua L Perfect · LEAWOOD, KS

Registration

CRD #6826820 · FAS WEALTH PARTNERS, INC. · 8 years registered

Brand Profile

Not yet started

Career History

FAS WEALTH PARTNERS, INC.

Jul 2018 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 13, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAS WEALTH PARTNERS, INC.

CRD 109796 · SEC 801-19282

AUM

$2.6B

Regulatory assets under management

Employees

4,494 client accounts

Services offered by FAS WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FAS WEALTH PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Joshua L Perfect offer?

Joshua L Perfect specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.

What are Joshua L Perfect's credentials?

Joshua L Perfect is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua L Perfect located?

Joshua L Perfect is based in LEAWOOD, Kansas, working with FAS WEALTH PARTNERS, INC.. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.

How does Joshua L Perfect charge for services?

Joshua L Perfect's firm is compensated through percentage of aum, hourly charges, subscription fees, other: planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAS WEALTH PARTNERS, INC.?

FAS WEALTH PARTNERS, INC. has approximately 28 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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