MS
Mark S. Saper
FINANCIAL PARTNERS GROUP
Overland Park, KS 66210
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CRD#: 2133491
MS
Professional summary
Mark Stanford Saper is a registered financial advisor currently at FINANCIAL PARTNERS GROUP, INC. located in Overland Park, Kansas.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mark has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. FINANCIAL PARTNERS GROUP, INC., START DATE: 09/15/2017, 9990 COLLEGE BLVD., SUITE 102, OVERLAND PARK, KS 66210, CORPORATION, RIA, FINANCIAL ADVISOR, INVESTMENT ADVISOR, INVESTMENT RELATED, 40 HOURS PER MONTH, 8-10 HOURS PER DAY DURING TRADING HOURS.
2. INDEPENDENT INSURANCE AGENT, SOLE PROPRIETOR, START DATE: 1990, 3701 W 119TH TERRACE, LEAWOOD, KS 66209, INSURANCE AGENCY, INSURANCE AGENT, SELL AND SERVICE ACCOUNTS, 8 HOURS PER MONTH, 2 HOURS PER DAY DURING TRADING HOURS.
3. M. SAPER & ASSOCIATES, START DATE: 1990, 3701 W 119TH TERRACE, LEAWOOD, KS 66209, SOLE PROPRIETOR, INSURANCE AGENCY REGISTERED IN THE STATE OF KANSAS, OWNER, NO ACTIVITY AT THIS TIME, NOT INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
4. Owner of the Insurance Marketplace. Entity hosts website where people can request quotes for non-registered products in the states he is properly licensed in to sell Life, Disability, Long Term Care, Medicare Supplements and P&C insurance products. He receives compensation for his work with Insurance Marketplace. It is anticipated he spends about 15% of his time on such activities.
5. LEGAL SHIELD, START DATE 1/11/2021, 10925 ANTIOCH ROAD, SUITE 100 OVERLAND PARK, KS 66210. OWNER; NOT INVESTMENT RELATED; 5 HOURS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Stanford Saper's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 15, 2017 - Present
FINANCIAL PARTNERS GROUP, INC.
Office #1: 10925 Antioch Road Suite 100, Overland Park, KS 66210RIA
CRD#: 288644
Overland Park, KS
Past
September 15, 2017 - December 14, 2017
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
Overland Park, KS
Past
March 25, 2017 - September 19, 2017
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Overland Park, KS
Past
March 25, 2017 - September 19, 2017
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Overland Park, KS
Past
April 1, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
OVERLAND PARK, KS
Past
May 23, 2014 - January 2, 2015
NEW ENGLAND SECURITIES
BD
CRD#: 615
OVERLAND PARK, KS
Past
February 12, 2013 - February 14, 2014
NEW ENGLAND SECURITIES
BD
CRD#: 615
OVERLAND PARK, KS
Past
August 19, 2008 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
OVERLAND PARK, KS
Past
September 16, 1997 - April 7, 2008
NEW ENGLAND SECURITIES
RIA
CRD#: 615
OVERLAND PARK, KS
Past
July 10, 1991 - April 7, 2008
NEW ENGLAND SECURITIES
BD
CRD#: 615
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FP
FINANCIAL PARTNERS GROUP, INC.
ARNONE FINANCIAL, LLC | FINANCIAL PARTNERS GROUP, INC.
CRD#: 288644 / SEC#: 801-111662
RIA
Registered Investment Advisory firm - (9/8/2017 Approved)North Carolina
Registered Investment Advisory firm - (12/22/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(9/15/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FP
FINANCIAL PARTNERS GROUP, INC.
ARNONE FINANCIAL, LLC | FINANCIAL PARTNERS GROUP, INC.
CRD#: 288644 / SEC#: 801-111662
RIA
Registered Investment Advisory firm - (9/8/2017 Approved)North Carolina
Registered Investment Advisory firm - (12/22/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10925 Antioch Road Suite 100, Overland Park, KS 66210
Mailing Address
Phone number
(913) 826-6982
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,379 |
| AUM (Assets Under Management) | $ 973,306,348 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
