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MS

Mark S. Saper

FINANCIAL PARTNERS GROUP
Overland Park, KS 66210
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Stanford Saper's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 15, 2017 - Present

FINANCIAL PARTNERS GROUP, INC.

Office #1: 10925 Antioch Road Suite 100, Overland Park, KS 66210
RIA
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
RR
IAR
Series 66
Date: 3/14/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/14/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/14/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/2/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/9/1991
Investment Company Products/Variable Contracts Representative Examination

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/16/2025)

Regulatory assets under management

Total Number of Accounts3,379
AUM (Assets Under Management)$ 973,306,348

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FINANCIAL PARTNERS GROUP, INC.

CRD#: 288644Overland Park, KS 66210

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