James Mader (CRD# 2673129) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 28 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Mader Financial Advisors | Kansas City, MO | Jan 2005 - Current | 19 |
Great American Investors, Inc. | Kansas City, MO | Oct 1995 - Current | 28 |
Mader Financial Group | Kansas City, MO | Jan 1995 - Current | 29 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1996 |
S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- AZ
- MO
- TX
-
Total Assets Under Management229MILLIONS
-
Total Number of Accounts394ACCOUNTS
-
Average Account Value$580,080
- 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
AZ, CO, FL, IL, KS, LA, MO, NE, NH, NV, TX
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