Richard Salmen (CRD# 2230266) is an Investment Advisor Representative working at Family Investment Center in Lenexa, KS and has over 32 years of experience in the finance industry. Richard Salmen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Family Investment Center | Saint Joseph, MO | Oct 2017 - Current | 6 |
Northern Financial Advisors, Inc. | Bloomfield Hills, MI | Sep 2017 - Dec 2017 | < 1 |
Northern Financial Advisors, Inc. | Bloomfield Hills, MI | Aug 2016 - Sep 2017 | 1 |
Bosc, Inc. | Overland Park, KS | Jan 2016 - May 2016 | < 1 |
Bokf, Na | Overland Park, KS | Jan 2016 - May 2016 | < 1 |
Bok Financial | Overland Park, KS | Mar 2014 - May 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1992 |
- KS
- MO
- TX
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Total Assets Under Management516MILLIONS
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Total Number of Accounts1,918ACCOUNTS
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Average Account Value$268,874
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, FL, IA, IN, KS, LA, MO, NC, NE, NH, TX, VA
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