![Cynthia Herron, financial advisor Kansas City MO](/img/ws/profile-blank-sq.png)
Cynthia Herron (CRD# 1609574) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kansas City, MO and has over 37 years of experience in the finance industry.
![James Claiborne, financial advisor Kansas City MO](/img/ws/profile-blank-sq.png)
CRD# 2074636
Financial Partners Group, Inc.
![Glenn Able, financial advisor Kansas City MO](/img/ws/profile-blank-sq.png)
CRD# 1380183
Creative Planning
![Michael Abramson, financial advisor Kansas City MO](/img/ws/profile-blank-sq.png)
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Overland Park, KS | Jun 2024 - Current | < 1 |
Osaic Wealth, Inc. | Overland Park, KS | Jun 2024 - Current | < 1 |
Cynthia Herron Financial Services Group | Overland Park, KS | May 2011 - Current | 13 |
Securities America, Inc. | Overland Park, KS | May 2020 - Jun 2024 | 4 |
Securities America Advisors | Overland Park, KS | May 2020 - Jun 2024 | 4 |
Liberty Partners Capital Management, LLC | Cheyenne, WY | Jun 2013 - May 2020 | 6 |
Liberty Partners Financial Services, LLC | Bakersfield, CA | May 2013 - May 2020 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1987 |
S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- KS
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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