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Frank Curtis Shepard

S&A FINANCIAL SERVICES, INC.·OVERLAND PARK, Kansas
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8655 COLLEGE BLVD., SUITE 100, OVERLAND PARK, KS 66210-1835CRD# 836342Firm CRD# 110471
01

About

Frank Curtis Shepard is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with S&A FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
S&A FINANCIAL SERVICES, INC.
S&A FINANCIAL SERVICES, INC.
AUM
$311M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at S&A FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 836342
Firm CRD# 110471
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Frank Curtis Shepard offer?
Frank Curtis Shepard specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Frank Curtis Shepard's credentials?
Frank Curtis Shepard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank Curtis Shepard located?
Frank Curtis Shepard is based in OVERLAND PARK, Kansas, working with S&A FINANCIAL SERVICES, INC.. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Frank Curtis Shepard charge for services?
Frank Curtis Shepard's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is S&A FINANCIAL SERVICES, INC.?
S&A FINANCIAL SERVICES, INC. has approximately 11 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at S&A FINANCIAL SERVICES, INC.

Gregory Curtis Shepard
OVERLAND PARK, KS
Jennifer Jo Reid
OVERLAND PARK, KS

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