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Max Weldon Greer

FINANCIAL ADVISORY SERVICE INC·LEAWOOD, Kansas
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4747 WEST 135TH STREET, LEAWOOD, KS 66224CRD# 727033Firm CRD# 109796
01

About

Max Weldon Greer is a registered financial advisor based in LEAWOOD, Kansas, affiliated with FINANCIAL ADVISORY SERVICE INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FAS WEALTH PARTNERS, INC.
FAS WEALTH PARTNERS, INC.
AUM
$2.6B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at FAS WEALTH PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PLANNING FEES
Regulatory
SEC/IARD CRD# 727033
Firm CRD# 109796
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Max Weldon Greer offer?
Max Weldon Greer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Max Weldon Greer's credentials?
Max Weldon Greer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Max Weldon Greer located?
Max Weldon Greer is based in LEAWOOD, Kansas, working with FINANCIAL ADVISORY SERVICE INC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Max Weldon Greer charge for services?
Max Weldon Greer'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 FINANCIAL ADVISORY SERVICE INC?
FINANCIAL ADVISORY SERVICE 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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Nearby cities in Kansas
OVERLAND PARK (478)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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