Unclaimed Profile

Michele L Greer

FINANCIAL ADVISORY SERVICE INC·LEAWOOD, Kansas

Clean recordFINANCIAL ADVISORY SERVICE INC

4747 WEST 135TH STREET, LEAWOOD, KS 66224CRD# 7203467Firm CRD# 109796

Profile Verification

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

Identity

Michele L Greer · LEAWOOD, KS

Registration

CRD #7203467 · FINANCIAL ADVISORY SERVICE INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michele L 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FAS WEALTH PARTNERS, INC.

AUM

$2.6B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PLANNING FEES

Regulatory

SEC/IARD CRD# 7203467

Firm CRD# 109796

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michele L Greer offer?

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

What are Michele L Greer's credentials?

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

Where is Michele L Greer located?

Michele L 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 Michele L Greer charge for services?

Michele L 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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