S&A FINANCIAL SERVICES, INC.

OVERLAND PARK, Kansas·3 registered advisors·CRD# 110471
SEC# 801-571701913-362-2712
01

Firm Overview

AUM
$311M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at S&A FINANCIAL SERVICES, INC.

3 registered advisors
Frank Curtis Shepard
OVERLAND PARK, Kansas
Gregory Curtis Shepard
OVERLAND PARK, Kansas
Jennifer Jo Reid
OVERLAND PARK, Kansas
05

Office Locations

OVERLAND PARK, Kansas
3 advisors

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Data sourced from SEC Form ADV filings. S&A FINANCIAL SERVICES, INC. (CRD# 110471) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.